Access the Activities tab on the Client screen
This tab shows you all Client Experience Activities (CEA™). By using the filters the Client Engagement Score (CES™) Chart and the Client Experience Activity (CEA™) list are filtered dynamically.
Logged reports can be accessible directly from the activity card
Filter Activities by Status
Filtering activities by planned and completed status will help
- list upcoming activities
- list the most recently completed activities
- list planned but not completed activities (overdue)
Filter Activities by Account Manager
Filtering activities by your account managers will help
- plan resource activities for the next week/month/quarter
- check the resource's last week/month/quarter's activities
- check overdue activities by resource
- check and balance utilization by resource
Filter Activities by Segment
Filtering activities by segment will help
- discover which activities are working and which are not
- keep track of upcoming important high touch activities for VIP clients
- see which Client Experience Activities (CEA™) are done by key prospects to forecast new sales
Filter Activities by Engagement Level
Filtering activities by engagement level will help
- prioritize activities for clients off target
- analyze why clients get less engaged
- understand what activities make clients engaged