Sessions

An account management session begins whenever you open an account overview and ends when you navigate away select Actions > End session.

Control Center maintains a history of account management sessions, including their durations. The 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.

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.

This menu contains the following items:

• History: Review session history.
• Add notes: Review and add session notes.
• End session: End the account management session.