2. What are the shortcuts I can access on the Main Menu?
For a Super-Agent account user, the features are different from the more complete features available to an ACCOUNT MANAGER.
For a Super-Agent account user, the features are different from the more complete features available to an ACCOUNT MANAGER.
- My Dashboard: this is where you can analyse the activity of the ACCOUNT MANAGERS that are attached to this Enterprise account.
- Generate Leads: this will take you to the Mobile Quiz management module.
- Notification: this is where you can manage (read, delete, search...) all notifications that the Super-Agent account received. This is the same as clicking on the bell icon in the top menu bar, then Show All.
- Client Portfolio: you will reach the Client Management module where you can manage clients and leads (create, email clients, view details of clients...)
- Share News/Offers: this will take you to the feature Create News/Offers where you can design and publish news articles or promotions that reach all your clients and leads.
- Policy View: this shortcut will go to the module Policy Management where you have tabs for General View and for Commissions.