Find your way around your account

1. Start with the customer’s need#

• Need to read a message? Open Conversations.
• Need a customer’s phone number or Mia’s call summary? Open Contacts.
• Need to check a booking? Open Calendars.
• Need to see where a sale stands? Open Opportunities.

2. Review your follow-ups#

Open Contacts → Tasks for assigned follow-up work. Read each task’s request and due date before contacting the customer. Check the latest conversation or notes so you do not repeat work someone else completed.

3. Check your day’s appointments#

Open Calendars → Appointment List View. Check the calendar, date and time zone, then open the booking details for the customer you are preparing to help.

Example: Start your morning#

A customer called yesterday about a service visit. Read the assigned callback task, open their contact to review Mia’s notes, and check the appointment details before calling. You have the context without asking them to start again.

Not seeing a tool?#

Your menu reflects your access and the services enabled for your business. Ask your usual Hanna Group contact if a tool needed for your work is missing. Hanna Group manages Mia and the technical setup.