Efficient Account Management Process

This document outlines a streamlined process to manage accounts effectively using a software tool. The following steps will guide you through accessing account information, utilizing quick review features, and exploring additional tools to ensure comprehensive data management.

Step 1

To quickly update or gather information on any account, navigate to the "Home" section. Click on the account name, type in the desired account, and select "Quick Deal Review."

Step 2

For additional inquiries, use the provided option to retrieve answers efficiently. This function analyzes each Gong call associated with an individual account, summarizes it, and presents relevant information. You can continue to ask more questions to see a comprehensive analysis of account information.

Step 3

Explore more features by selecting options such as "Deal Health," which is especially useful if you feel some information might be missing.

Step 4

The "Deal Health" feature provides a detailed analysis of the account's status. Allow the page to load completely to access all available data.

Step 5

The process concludes here. Thank you for using the tool effectively.