Below is a list of status definitions used in Synapsys. Term Definition Active New referral, cross-solve, or sales opportunity...
To enter a contact event for a client, do the following: In Xperience > Products > Synapsys CRM > Desktop....
Note: To access Synapsys click here . To submit a service event for a client, do the following: Xperience...
To enter the sales event for a client, do the following: Xperience > Products > Synapsys CRM > Desktop....
OverviewSubmitting referrals is a great way to reach your Take it to 10 goals and build client relationships through...
ALL referrals must be updated for tracking and reporting purposes. If you are working on behalf of another associate, do...
To access the Synapsys Suite Manager do one of the: Xperience > Products > Synapsys CRM > Desktop. Click...
Overview The 22(2)3 new client onboarding process gives you the tools to become your client's banker. Personal outreach in...
Use the steps below when creating a contact event for client complaints that require Client Experience Manager (CXM) follow...
BSA monitors high risk accounts for unusual and suspicious transactions and activity. If BSA has additional questions regarding the...
Relationship statements and extended information reports are for internal use only. These Synapsys reports provide an overview of a...
To generate a list of upcoming client birthdays for our office, do the following: In Xperience > Products >...
A complaint is when a client expresses his/her dissatisfaction with a product, service, or anything else offered or provided...
To check on the status of referrals you have submitted previously, do the following: In Xperience > Products >...