New LRM Layout

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Purpose

We have changed some of the Navigation Tabs to better reflect your activities in Wisenet. We have looked at some of your uses for Top and Left Navigation bar  and have made these more intuitive to better reflect where you would look to find and group activities. The main areas we focused on was Settings, Sales and Reports.

Click to enlarge image

new top navigation
Sales

Sales has replaced CRM as this is more of an accurate reflection of activities performed in this section. It now includes:

  • Agents
  • Promotions
  • Online Enrolment
new sales
Sales Dashboard

The new Sales tab change is in preparation for new sales functionality being released later in the year

sales dashboard
Reports

We have added Tasks. This is where you can view all Tasks in your Wisenet.

You can now only access Exports from this tab.

report new
Settings
new settings

Organisation details

This is now in the Left Navigation Bar under Settings

Setup

This has been removed to become:

  • Dropdown Lists (was previously called Categories)
  • Checklist
  • Accred Body is removed

Sales

This is now in the Top Navigation. Along with:

  • Agents
  • Promotions
  • Online Enrolment

Message Templates

This has been renamed to be Email Templates