Process Prospect Management
sd Process Prospect Management
:Session Dialogue
Deduplicate Prospects
Validate Completeness of Information and Documents
:Party Lifecycle
Management
Include New Prospect
:Party Reference
Data Directory
Find Applicable Existing Prospects and Customers
Obtain Additional Information and Documents
Update Prospect Details
:Document Library
Archive Documents
Verify Sales Actions
:Customer Offer
Initiate Customer Offer
Handle Request for New Credit Card