Settings Menu
The Settings Menu item, will typically not be used day to day, it allows the setup and configuration of the system as a whole, care should be take in this section as any changes can and will have direct effects on how the system performs.
SYSMON
This option allows you to see details of the Automation part of the system, this automation called a CRON Job, runs in the background and manages the progress of a Lead or Investor through the system, the CRON Job runs every hour.
Reporting
The Reporting option, as the name suggests, allows you to run various reports, select the report name from the drop down list, select your Date, which is a timeframe, and click “Run Report”
The Report Output of the report can be printed using the “Print this page” button at the top of the screen.
Menu Level 1
Day to day, there is no need to be using this option, Contact Support, for more details, see the “Contact Support” Section of this document.
General Config
Day to day, there is no need to be using this option, Contact Support, for more details, see the “Contact Support” Section of this document.
Misc Config
Day to day, there is no need to be using this option, Contact Support, for more details, see the “Contact Support” Section of this document.
Lead Config
Day to day, there is no need to be using this option, Contact Support, for more details, see the “Contact Support” Section of this document.