1. To access the Business Insights tools you need to navigate to [QBR Module] > Strategy > Business Insights and this will take you into the Business Insights Manager.
2. When you arrive at the Business Insight tool, you can choose your template from the section entitled Business Insights Template and choose the Change Command.
4. Then select your template that you wish to use and set as the Business Insight Template
Select your template
View of Selected Template
5. You can view your selected template before sending
6. To send the template to your user find their contact information under Send Business Insights to drop down and then cliick on send Business Insights.
7. Responses will be logged in the system upon return from the customer. You can click on View to see the individual response.
8. View of responses.
Let us know if you have any questions. Contact support@vciotoolbox.com for more assistance.