Page 346 - Training 2019

Let’s see what the completed note looks like:

You can see from the above that the task was originally meant for Carmen, but she subsequently assigned it to Duan to
attend to. At this point, she has used the time stamp and given Duan an instruction so that he is aware of what is required.
After the customer has made payment, this task is now marked as complete and indicated as such.

This basic premise follows through on all subsequent tasks and will not be repeated.

NEW OR REVISED CREDIT APPLICATIONS:
For any new or revised credit applications, there is also a task assigned thereto. This is to ensure that the correct procedures
are followed and that the relevant deadlines in terms of obtaining the documents, reviewing the documents and final
approval of the application is completed within the specified time frame.

The below sets out the process to be followed for all new and revised credit applications:
- Where a new or revised credit application is sent to the customer, a new task will be created, namely “Credit
Applications”
- This task is setup as a “create email from note” in order to inform the relevant person that there is a task that
requires their attention.
- The same guidelines as the previous task activity applies to:
o Assigning responsibility;
o Follow up days;
o Reminders;
o General comments and use of time stamp
- In addition, the “documents” tab will also be used to maintain the library of documents:
o A shared folder has been created on the network under the admin drive (X:\CRM LIBRARY\CREDIT
APPLICATIONS)
o This shared folder will contain copies of the credit application and approval letter for each specific customer
o The standard method for saving the PDF file, under the relevant branch and customer folder is as follows
– “Barkev Branch – Customer name Completed credit application” (see Cape Town folder for an example)
o The customer approval letter will also be saved in this location with a similar naming structure as the above
o On the documents folder, you will also need to change the title of the document accordingly (see screenshot
below):

CRM TRAINING MANUAL 11

Updated - 08 October 2018