Sessions

Control Center begins an account management session whenever you open an account overview and ends when you close the web browser or select Actions > End session.

The Actions menu contains the following items under Sessions:

• History: Review session history.
• Add notes: Add session notes.
• End session: End the session.

A session timer is a common feature in CRM applications. Tracking the time spent in an account management session is useful for things like tracking billable hours and gathering data on performance and productivity.

Control Center maintains a history of all sessions, including their duration. Optionally, when ending a session, you can add information about the outcome (resolved, unresolved, or open) and include a reason for the change that helps others to understand why it was made.