Email Redirects – What Needs to be Done

Very little, I just had a meeting with the admin manager (Alice Schmatzhagen), education person (Lisa Fero) and lending department person (Chanel Clark). What needs to be done is as follows -

Class Sign-Up directly leads to a record being generated in the Access database and so nothing needs to be done here.

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  1. For certification-online classes, A completed CIF needs to be made mandatory. So a student cannot sign up for a class without filling out the CIF. Which classes are online only can be found out by looking at the class calender.
  2. A distinction needs to be made for CIF’s filled out for Loans or for Classes. At this point, these are redirected to Alice and she cannot distinguish which is for which. Typically she gets an email with CIF info and BIF info. Is there a way that in the subject of the email, it could be explained what it is for? A Class or a Loan.
  3. The loan application process is perfect according to Chanel Clark of Lending. Perhaps a redirect needs to be set for loan applicants for the Kenosha and Madison office that would go to Mary Fischer-Tracy and Fausto Rivera respectively but I should speak to Barbara Eckblad (Head of Lending) about it and get a confirmation from her. Right now, the only thing that needs to be done is that when a prospective client fills out a loan application, A complete CIF and BIF is to be filled out as well. So this needs to be looked into.
  4. Info@wwbic.com traffic is really down. Alice suspects this may be because of the spam filter settings. Could you look and see what is wrong.

Examples and Dates of Online Classes -

Are You An Entrepreneur? (AYAE):                                                                                                    Feb. 28th, 2012 and April 24th, 2012

Fusion Marketing:

March 6th, 2012

Minority and Women’s Business Certification:

January 25th, 2012 and March 8th, 2012

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