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