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sliston  
#1 Posted : Tuesday, January 7, 2020 4:05:37 PM(UTC)
sliston
Rank: Advanced Member

Posts: 123

Using the Contact Wheel (Web)

Web Mortgage Manager’s Home page shows Contact Cards, and if you move the mouse over one of them, it will change how it displays. In this example, mouse-hover on the first Contact Card (Figure 1):

(Figure 1: Contact Card)

Note that when you hover over the Contact Card, its icon changes to the Contact Wheel (Figure 2):

(Figure 2: Contact Card - Contact Wheel)

Click on the Contact Wheel icon to expand it (Figure 3):

(Figure 3: Contact Card - Contact Wheel - Expanded)

As you hover over each item on the Contact Wheel, its description appears. Here is the hover for “Add Outbound Email” (Figure 4):

(Figure 4: Contact Card - Contact Wheel - Expanded - Email)

Here is “Add Outbound Phone Call” (Figure 5):

(Figure 5: Contact Card - Contact Wheel - Expanded - Phone Call)

Here is “Add a Note” (Figure 6):

(Figure 6: Contact Card - Contact Wheel - Expanded - Note)

Here is “Chat” (Figure 7):

(Figure 7: Contact Card - Contact Wheel - Expanded - Chat)

Here is “Assign Campaigns” (Figure 8):

(Figure 8: Contact Card - Contact Wheel - Expanded - Campaigns)

Here is “Change Contact's Status” (Figure 9):

(Figure 9: Contact Card - Contact Wheel - Expanded - Status)

And the middle item is “Edit Contact” (Figure 10):

(Figure 10: Contact Card - Contact Wheel - Expanded - Edit)

The Contact Wheel provides easy access to key features for a contact.

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