1.  Introduction to the Main Menu
​The Main Menu is the Home page that you reach after Logging in. The blocs on this page are short-cuts to access to the 6 most used tools on the platform.

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.

• 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.