The Overview tab in the Sales & Marketing dashboard includes key alerts, links to additional resources, and provides quick access to key actions you can take to support your sales and marketing activities.

From the sidebar, select Sales & Marketing → Overview tab. It contains the following cards and actions:

Cards

• Upcoming Events
• Planning and Performance
• Commissions Rebate and Funds
• Deals
• Proof of Service Declarations for Consider & Select (CCFLEX)

Actions

• Update your Business Plan
• Check Pricing
• Register New Deal