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Tasks are action items that are required to be completed. They are assigned to people involved in opportunities and pursuits.

• Task List
• Task Alerts
• Overview of Tasks

• Creating Tasks

It can take a long time before new business comes about from business development efforts. Setting up a Pursuit in InterAction Business Edge allows an easy way to track the planning done, people involved, and progress made towards creating new business opportunities.

• Pursuit List

• Creating a Pursuit

• Pursuit Overview

Opportunities are an easy way to keep up with statuses, target dates, and outcomes of RFPs, RFIs, pitches, and proposals.

• Opportunity List
• Creating a New Opportunity
• Opportunity Overview

The new Insights gallery provides access to reports and data tables.

• Creating New Reports
• Standard Reports
• Data Model
• Filtering Insights