How can service agents access the latest updates to a sales agreement from customer interactions?

The most effective way for service agents to access the latest updates to a sales agreement from customer interactions is to create a new timeline with the Sales Agreement as the related object. This approach allows service agents to visualize the relationship between customer interactions and the relevant sales agreements clearly and concisely.

When a service agent creates a new timeline with the Sales Agreement, they can track all related updates and interactions directly in the context of that specific agreement. This capability streamlines the workflow for service agents, enabling them to view historical customer interactions along with the most recent updates right within the sales agreement's context. It enhances their ability to provide informed service to customers, as they have quick access to all pertinent details.

By contrast, simply adding the Sales Agreement related list to the Engagement Interaction record page or to the Account record page may not provide the same level of contextual visibility. Although those options do allow for some access to information, they don't create a direct link between interactions and agreements in the same visible, timeline format. Meanwhile, using a report to summarize updates may provide a broader view but can often lead to delays as agents need to manually navigate through reports rather than interacting with real-time updates linked directly to customer interactions.

Thus, the approach of creating a new timeline