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Created 1 year ago

Updated 4 months ago

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Notification Center

Notifications: Overview

The Notifications panel (bell icon, top-right) collects alerts from across the CRM—events, assign...

1. What is WBCS (Wifox Business Core Solution)

2. WBCS Modules and Their Relationship

1. Analytics: Overview

2. Interactive Charts

3. Customizing Analytics

4. Filtering Date Ranges & Granularity

5. Tooltip and Help Text

1. Projects: Overview

2. Projects: Use Cases

3. How to Create a Project

4. How to Edit a Project

5. How to Delete a Project

1. Desks: Overview

2. Desks: Use Cases

3. How to Create a Desk

4. How to Edit a Desk

5. How to Delete a Desk

1. Affiliate Hub: Overview

2. Affiliate Hub: Use Cases

3. How to Create an Affiliate Hub

4. How to Edit an Affiliate Hub

5. How to Search for an Affiliate Hub

6. How to Configure Affiliate Hub

7. How to Automate Affiliate Hubs

8. How to Search and Filter Leads

9. How to Manually Assign Leads to Desks

10. How to Work With Affiliate Hub Dashboard

11. How to Delete an Affiliate Hub

12. Managing Leads in an Affiliate Hub

13. Configuration of Sources within Affiliate Hub

1. Employees: Overview

2. Employees: Use Cases

3. How to Create an Employee

4. How to Assign an Employee to the Project and Desk

5. How to Edit an Employee

6. How to Filter and Search Employees

7. How to Deactivate an Employee

8. View & Manage the Employee’s Calendar

1. Roles: Overview

2. Roles: Use Cases

3. How to Create a Role

4. How to View Users Assigned to the Role

5. How to Search for a Role

6. How to Edit a Role

7. How to Delete a Role

8. Roles Ranking

1. Clients: Overview

2. Clients: Use Cases

3. How to Create a Client

4. How to Edit a Client

5. How to Reassign a Client

6. How to Filter and Search Clients

7. How to Deactivate a Client

8. How to Import Clients

9. How to Export Clients

10. How to Customize Columns

11. Managing Favourite Clients

12. Clients Duplicates

13. How to Send Messages to Clients

14. AI Voice Filters

1. Actions: Overview

2. Actions: Use Cases

3. Clients Actions Module

4. How to Create an Action

5. How to Edit an Action

6. How to Delete an Action

7. How to Filter the Actions Table

8. How to Search the Actions Table

9. Configuring Action Subtypes

1. Requests: Overview

2. Requests: Use Cases

3. How to Create a Request

4. How to Edit a Request

5. How to Filter or Search a Request

6. Customizing Table Columns in the Requests Module

1. Core Banking: Overview

2. Core Banking: Use Cases

3. General Settings: How to Configure Core Banking

4. How to Set Company Fees

5. How to Set Payment Methods