Do you use Quote(s) panel? Why?
Do you use the Timeline panel? Why?
When working on a product, do you need to have a preview of the applicants' details?
Should fact find always be related to a specific product or would you like to be able to run a fact find from a Case view before adding a product?
What’s the average number of applicants per Case/Product?
What’s the average number of products per Case?
Do you use the ‘days late’ function? why? (might need to explain what days late function is)
What are the top 3 tasks you perform on a regular basis when adding/editing a case?
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