Below is a list of common tabs and their respective functionality on the menu bar.
Clients - Displays clients assigned to a sales agent.
Leads - Displays leads in a sales agent queue.
Opps - These are Opportunities that exist for clients.
Actions - The events tab will display the Event Browse and can be searched by Status, Date range or all events.
Notifications - The messaging system is similar to the event notification system but was built for creating internal communications between agents and sales agents. In addition if your access level allows it, a message can be sent to a group of agents.
Admin - The Admin section contains the menu options the Lariat Administrator provides through the CRM access levels.
Search - When you choose this button the sales agent will be taken to an area that allows searching on different criteria. No matter where you’re working in Lariat, the search function is available.