Minimum Version Required: 23.01
Steps
Tasks - View incomplete tasks assigned to you or create a new task.
Take New Survey - Select from a list of available surveys for your company and complete them quickly from the Sales Execution menu.
Knowledge - Gives you quick access to your company's internal knowledge channel, as well as Encompass-owned Knowledge channels. Many companies store procedures, sell sheets, planograms, and more in their knowledge channel.
Users - Access a directory of both internal employees and customer contact information. You can also add new users from this page.
eChat - An internal messaging platform that you can use to communicate with your coworkers using chat.
Call Manager - This option is only available to companies who utilize Encompass Voice to make and receive calls.