Overview

The Overview tab shows you the opportunity’s key information at a glance. You get:

• The opportunity’s Top Insights suggest useful next steps for the opportunity. To see how these insights are triggered and access additional coaching content, see Top Insight Rules.
• A Strategy section, where you can select the most appropriate competitive strategy for your opportunity.
• Current open actions, with priority on overdue actions. Click the appropriate check box to mark an action as completed. Completed actions are automatically removed from the Next Actions view.
• Key player contacts on the relationship map, with key details about each one. These details are hyperlinked for quick access to the relevant areas of the opportunity.