Four tabs run along the bottom of every screen in the Engage app.

Here's what each one does:

The best place to start is Overview - it gives you the full territory picture before you dive into individual accounts.

Under this tab, you can find the below information:

Every account you cover, ranked by volume over the year, largest first. It's the quickest way to see where your business sits and to spot accounts that have quietly slipped since you last looked. Tap any account to go straight into its detail.

Your territory broken into market categories, each showing how many accounts sit at Very High, High, and Moderate opportunity. This is your call planning screen: pick a category, pull the Very High accounts, and build your route around them.

Very High or High means the clinic buys a lot in that category but not much of your product yet- that's the gap worth closing. Moderate and Low mean either the category is smaller for them, or they're already buying plenty of yours.

Pick a product and see every account with a cash back offer on it, and what each one earns. Useful when you're planning a push on a single product and want to lead with the accounts who'll get the most back.

The All Accounts tab shows your accounts alphabetically, with clinic name and location. Tap any one to open it.

An account appears once the clinic has signed up for Vetcove, connected their distributor accounts, and has some recent purchase history with your company. Clinics with no recent history are held back so your list stays focused on accounts you can act on. Your list is also matched to your territory and business unit. An equine rep sees equine-reporting clinics and a companion rep sees companion-reporting ones.

Greyed-out accounts haven't purchased from your company in the past year, haven't been active on Vetcove recently, or have lost a distributor connection. It's a deliberate signal that the numbers behind them are stale. They return to full color as soon as the clinic reactivates.

Search by clinic name or zip code, then tap "Filter" at the top right to narrow things down by:

Filters stack, so "independent clinics in Kansas using Home Delivery" is a single list. Each filter shows how many options you've picked, and "Clear All" resets everything at once.

Filters stay put between sessions. If a list ever looks shorter than you expect, check the Filter counter first- it's the answer more often than not.

Activity includes a running feed of notifications that highlight what's happening across your territory, grouped by day, with unread items marked.

You'll see a notification if one of your clinics:

Your profile and app preferences live here. Under Account Settings you may view your profile name and email, and manage notification preferences.

You may also select Add New Clinic to invite a customer to use Vetcove, if they do not already have an account. If you invite a clinic to Vetcove and receive the sign-up email yourself, that's expected- you get a copy so you know the invitation went out, and the clinic gets theirs at the same time.

Engage app data refreshes on a scheduled cadence, rather than instantly. Knowing the below frequency will help you identify whether it is expected that an update hasn't appeared yet.

The below guide highlights who you should contact for common scenarios related to your Engage App. Following this guide will help ensure you receive the proper guidance, as quickly as possible!

Engage reflects the territory and account information your company maintains. When something looks off, we can usually pinpoint exactly which record needs a change, so your team can make it once and have it flow through everywhere.

Ready to dive in to data for each of your customer? Check out our guide to viewing each account in your Engage app, here!