Portal Overview
The WiseApp Portal is the central hub for navigating and working with customer data.
Key Areas:
Navigation Menu (left side): Access main features including Databases, Profiles, Reports, and Settings.
Search Bar (top): Quickly find a customer record by name, ID, or email.
Activity Feed (center): Displays recent changes, customer updates, and workflow notifications.
Quick Actions (top-right): Add new customers, generate reports, or access your profile.
User Profiles
Every customer has a profile where key data is stored and displayed.
A typical profile includes:
Basic Information: Name, contact details, company.
Lifecycle Stage: Prospect, Active Customer, Returning Customer, Churn Risk, etc.
Activity History: Calls, emails, meetings, purchases.
Associated Data: Linked databases or custom fields.
Use profile tags (e.g., VIP, At Risk) to categorize and prioritize customer interactions.
Databases
Databases allow you to store and organize large sets of customer records.
Database Features:
Advanced filtering and search.
Bulk import and export (CSV, Excel).
Automated rules for updating fields (e.g., moving customers between lifecycle stages).
Role-based permissions to control who can view or edit records.