1. Introduction to the Main Menu
Main Menu allows you to have access to the seven most used tools on the platform.
Main Menu allows you to have access to the seven most used tools on the platform.
2 What are the shortcuts I can access on the Main Menu?
• My Dashboard
• Generate Leads
• Notification
• Client Portfolio
• Share News/Offers
• Policy View
• Chatroom
• My Dashboard
• Generate Leads
• Notification
• Client Portfolio
• Share News/Offers
• Policy View
• Chatroom