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. Some insights provide access to account debt information.
- A list of pending and recent tasks that are associated with the Fusion account or a selected 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:
Figure 5-7 Overview Tab
Topics in this section include: