Description
The Main Menu Bar includes dropdown tabs that provide access to each area of the Insellerate platform. It also includes a global search function, and notification and action icons.
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Tabs
The left side of the main menu bar contains the following dropdown tabs.
inSight: Includes the Main Dashboard, My Pipeline, and all reports
inFlow: Includes all of the tools used to manage activity
inTouch: Includes engagement reporting, task management, AgentConnect, and the Content Library
inLead: Includes campaigns, distribution, inbound call routing, referral partners, and lead info
inFocus: Includes alerts and their priority
Marketplace: Not all users have access
Admin: Includes User Registration, Custom Filters, Custom Queues, Preset Reports, Org Settings, Workflow, and more
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Quick Information Access
The right side of the main menu bar includes the following fields, icons, and toggles that provide access to quick information.
Global Search function: Can search globally through Applications. Partners, or Accounts
Content Library icon: Links directly to the Content Library
SMS Notification icon: Provides quick access to SMS notifications
Bulk Actions icon: Opens the Bulk Actions popup window
Notifications icon: Shows number of notifications
Leads toggle: Controls the distribution of data-only lead posts
Calls toggle: Controls the distribution of calls for inbound calls received through Insellerate’s Inbound Call Routing feature
Help icon: Provides links to the Help Center and Success Center
User avatar: Provides access to the User Profile, password options, User Preferences, and system information
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