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#1 Posted : Tuesday, March 24, 2020 2:56:05 PM(UTC)
Rank: Advanced Member

Posts: 123

Using the Home Page (Web)

Web Mortgage Manager starts you off on the Home Page, where you can access most of the important and frequently-used features. On the left side is the Vertical Menu (Figure 1):

(Figure 1: Home - Vertical Menu)

At the top, you will find the Tiles that reference contacts that have various Status settings, such as New Leads, Prospects, etc. (Figure 2):

(Figure 2: Home - Tiles)

You can click on the dropdown on any of the Tiles to see a list of contacts with that Status. Click on any contact to open its record (Figure 3):

(Figure 3: Home - Tiles - Open)

A bit further down, you will see the Contact Cards (Figure 4):

(Figure 4: Home - Contact Cards)

If you scroll down, you can see the Activity Cards (Figure 5):

(Figure 5: Home - Activity Cards)

On the right side is the Calendar (Figure 6):

(Figure 6: Home - Calendar)

In the top right area, there are icons for Ticket Finder, News, and Chat (Figure 7):

(Figure 7: Home - Ticket Finder - News - Chat)

In the upper right, there is a User Dropdown with options for Starting the Windows Application, User Profile, and Reset Password (Figure 8):

(Figure 8: Home - User Dropdown)

As you can see, many of your key features are available directly from the Home Page.

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Using the Home Page (Web) (Postcards (Windows))
by sliston 2/13/2020 3:19:37 PM(UTC)
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