Handle Agent

An overview of Handle Agent.

Common Problems and Questions

How can we improve our team’s efficiency?

How can we shrink the complexity of using a powerful and robust software?

Handle’s Solution

A user interface that allows you to perform all vital workflow functions quickly and easily – from any screen in Handle.

Agent Overview

Fast Access to What’s Important

The Agent allows you to instantly see all important activity and notifications, as well as search for and access all accounts in your Handle.

Add, Edit, Link

You can quickly enter notes or comments, add a new sales call, lead, or opportunity, and link email directly to existing accounts – or create a new account one on the fly.

3 Views

You can access the Agent from your Handle on your browser, mobile device, or email client (available December 2020). You can also toggle between the Agent and whatever other screen you are working on without losing your place or page.

New Agent Icon

When working on your desktop you can quickly toggle between the agent and the full screen you’ve been working on.

Advanced Keyword Search

1. To look up anything in your Handle, start typing into the search field in the Agent.
2. All relevant results will appear instantly.

To narrow down search results to specific types click the gear icon (1) for the menu (2).

Select the activity you want to see (1) and the search field will narrow its results (2)

My Assigned Filter

You can also filter those results (1) to accounts only assigned to you (2).

Add Activity

To quickly enter new activity, like a lead or a sales call – open the agent, press the plus button, and select what you want to add.

Fields

All of the fields previously available on the full screen are now conveniently located within the Agent window.

Voice to Text

You can now use voice to text to enter data into the fields, and use the @ symbol to notify people in your organization.

Dynamic Status Indicator

When you select an account, if there are any relevant dynamic statuses (like open orders, pending approvals, or follow up action) you will see them right on top.

Relationship Filter

The agent will show you all recent activity for that account, but if you wish to see specific relationships, just click on the menu icon on the top right, and select the kind of information you want to see.

Activity Window

For example, if you select sales calls, you will now only see sales calls in the activity window.

Add Action to Account

To quickly add any kind of action or event to the account, click on the plus button and choose from the dropdown menu.