Scenario for Managing Company Information

This scenario features sample tasks performed by a sales representative in the insurance and healthcare industries.Your company might follow a different workflow according to its business requirements.

In this scenario, end users are the sales representatives who manage company information. They enter information to:

• Add new companies to the database and create company assessments

• Associate applications and service requests with a company

• Manage company coverage teams

• View company summary information

• View relationships in a graphical manner