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The behaviour here is stable and documented, but it does shift at the margins between releases. Treat the eight scenarios as the shape of the thing, and verify anything load-bearing with a log line in your own account.
Deployed, this stops being a page you visit. It becomes a portlet on the dashboard the people who need it already open every morning, reading your real records instead of numbers you type, next to the KPIs and lists they are already looking at. The amber portlet below is the only part of this screen that is ours.
Illustrative layout, and deliberately not a copy of any vendor's interface, no borrowed logo, wordmark or colour identity. The real thing inherits whatever theme, tabs and role permissions your account already uses, so on your screen it will wear your colours rather than ours.
Tell us what you are running today and where it is breaking down. Most calls run 20 to 30 minutes and end with a clear next step. We reply within one business day.