Engage enables Monocl customers to easily organize and manage their engagement data. Here you will find information on how to sort a list of Engagement Plans you have created or has access to, and on how to directly get into one from a search.
Sorting Engagement Plans
In the main page of Engage, you can see all active Engagement Plans and you can also select different ways of sorting them. The screenshot below shows the arrow you can use by each column to sort the list based on the values for that column.
You can currently sort by the columns Name, Compound, Indication, Region, Last Modified and Created.
Search for an existing Engagement Plan
In the top right-hand of the screen in the Engage main page, you will see a blank search box. You can type part or the full name of the plan you are looking for as shown below.