- View Assigned Account List
- Creating an Overdue Customer List
- Searching Profile Data (e.g. market segments in Target)
- Filtering by Account or Prospect
- Reporting on Activity
- Opportunity Reporting
- View your Quotes and Create Reports
- Identifying and Reviewing Unlinked Quotes in Handle
- Reviewing your Case List
- Use Cases as a Knowledge Base
- Access External Reports
- Automated Report Delivery