How do I get an overview of active cases?

To begin, let’s take a look at how Sarah, an inbound Service Center Rep at Verteo Biopharma, uses Service Center. At the beginning of her day, she signs in to Vault CRM and selects the Overview tab, which acts as her command center. Here, she gets an immediate pulse on her workload. Let’s see how this overview helps users understand their cases at a glance.

Now that she’s oriented to her cases, let’s walk through the three specific workflows Sarah uses to handle the different types of requests she receives throughout the day.