Case library

To access your Case Library you need to click on the main menu button in the top left corner, a drop down menu will open, there you will see Home - this is where you will find your Case Library:

Within Engage's Case Library you will see all of the different business case templates that you have access to:

When you hover over a business case session within your Case Library, two options will appear Preview and Customise.

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If you want to use the case without reviewing it, select Customise and a new session will be started within Engage ready for you to personalise for your customer / prospect.

When Preview is selected, a window will appear with the session details so you can review the case before creating a new session:

If you want to use the business case template, select Use this case and new session will be started in Engage.

Within the Case Library, you can also use ValueHub smart search and template categories to find the template you want to use.