Data Flow
1 Introduction
This document outlines the functionalities available to an moderators within the CRM system, covering configuration, lead details, general reporting, chat, profile management, support, notifications, and to-do lists. It serves as a guide for moderators to manage their operations effectively.
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2 Leads Creation
TModerator can assign the leads for different agencies,agent,office admin, conservation admin and conservation agent on campaign like FE,ACA,HI and Medicare
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3 Profile
Functionality:Update profile details and change password.
Steps1. Navigate to Profile.
2. Update fields (e.g., email) or reset password.
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4 Help Us Improve
Functionality:Generate tickets for CRM issues.
Steps1. Go to Help Us Improve, describe the issue, and submit.
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