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  • The left section, the Menu Panel, displays the link, field, and list options that allow you to access detailed information about your workflows, queues, statuses, leads, prospects, and partners as well as create new applications.

  • The center section, the Record List Panel, displays a list of records for the item selected in the Menu Panel.

  • The right section, the Record Details Panel, displays the detailed information of a record when it is selected in the Record List Panel.

    image-20240722-171639.png

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The Menu Panel contains the following link, field, and list options:

  • Team/Agent dropdown

  • Workflow Type dropdown

  • Create Application

  • Find Prospects

  • Lists

  • Custom queues

  • Workflows

    image-20240722-171820.png

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