Customer Workflow and Analysis

A history lifeline allows you to cut down on your research time by quickly summarizing the activity which occurred with a closed item. When you need to see the specifics of the transaction just click on the activity and the entire transaction will be visible.

 

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WATCH HD VIDEOS

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WorkflowAR
Full version includes all videos below (38 mb, opens in Windows Media Player, length 6:26)

Introduction and Homepage
(5.3 mb, opens in Windows Media Player)

Automating and Prioritizing Workflow
(4.4 mb, opens in Windows Media Player)

Financial Controls
(7.6 mb, opens in Windows Media Player)

Customer Analysis and Functionality
(9.1 mb, opens in Windows Media Player)

Portfolio Analysis
(7.5 mb, opens in Windows Media Player)

Executive Dashboard
(5.3 mb, opens in Windows Media Player)
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