Scenario for Managing Company Information

This scenario features sample tasks performed by a sales representative, investment banker, and research analyst in the securities or banking 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