Team Alignment Dashboard

We have created a Dashboard view for Team Alignment for quick access to features related to the latest progress being made with an Account.

The Team Alignment Dashboard will showcase the following:

• Current Meetings - A new feature to plan, track, and share the results of key internal and customer meetings such as Quarterly Business Reviews
• Latest News & Insights - Captures notes and news on your customer
• My Work - Assigned work on a specific Customer
• Files & Links - A repository for important Customer Files and Links
• Reports - Customer specific reports
• Latest Activity - Overall adds and changes made to a specific customer

This Dashboard is available in the side navigation menu

This Dashboard, along with quick links to the underlying features, is also available in the Full Navigation Pop-Up