Using the Overview Tab

When you select a key account in the Business List, the system displays the Overview tab by default. You can use the Overview tab to view:

• A list of account insights, which include messages and warnings that you might need to follow up on.

• A list of pending and recent tasks that are associated with the Fusion account.

  These activities are displayed only when you are at the Account 360 level, and not when you are viewing an individual billing account.

The Overview tab gives you an at-a-glance view of the insights and activities that are important to you. This image shows an example of the Overview tab:

In this section: