Please enable JavaScript.
Coggle requires JavaScript to display documents.
MSP - Keyperson / Agents user access - Coggle Diagram
MSP - Keyperson / Agents user
access
Bank
Cover
Bank list
Branch
Productivity
Branch list
Cover
Contacts
Productivity
Contact list
Cover
Keyperson -
activities
Approach
Greetings from new employees
Thanks for Closing
Others
Hearing
Hearing about the situation
of branch from Key person
Others
Followup
Confirm the evaluation and effects
after training sessions
Others
Proposal
Study sessions for agent
study sessions for problem solving
seminars for customers
Other
Agent -
activities
Appraoch
Greetings from new employees
Thanks for Closing
Others
Hearing
Hearing
Others
Proposal
Individual study sessions after
product study sessions
contract case sharing sessions
study sessions for answering problems
Answers to questions
Consultation
Others
Followup
Activity Status after Study Session
Activity Status after information provision
Other
Geo & adoptions
Travel summary
Reports
All reports
Test Usernames and
Password