Insights

Insights Tab

The Insights tab is the default tab displayed when a user opens the Insight Module. After navigating to the Insight Module, the user is redirected to the Insight Dashboard, where the Insights tab is automatically selected.

The Insights tab displays communication logs and message-related activities recorded within the CRM. It provides visibility into customer interactions across different communication channels, helping users track engagement and communication history.

The tab displays details such as:

• Created Date and Time

• Created By

• Message Content

• Status

• Communication Channel

Users can click a record to view additional details related to the communication activity.

Purpose:
To provide a centralized view of communication records and customer engagement activities.

Use Case:
A sales manager can review messages sent by team members, monitor communication status, and track customer engagement from a single location.