Overview

The Overview tab shows you the opportunity’s key information at a glance. You get:

  • The opportunity’s top Max insights.
  • A Strategy section, where you can select the most appropriate competitive strategy for your opportunity.
  • Current open actions, with priority on overdue actions.
  • Key player contacts on the relationship map, with key details about each one. These details are hyperlinked for quick access to the relevant areas of the opportunity.