CCI.MS.Other Referrals Report

Capital City Wealth: Investment Services, Merchant Service, and Other Referrals

This monthly report displays sales for Capital City Wealth: Investment Services, Merchant Services, and Other referrals by each region, by office, and by associate. Click the plus sign next to each region or office to access the collapsible data down to the associate.   

To access the report:  File Folder > Operations J: Drive > Teller Experience Supervisor > Reporting > Production > Carefree CCI.MS.Other-Referrals



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