Navigation overview
The protected sidebar is the main entry point to the Wamule Operations Platform. Each menu item opens a different type of business record or management workspace. The navigation helps you reach an area; it does not determine what you are permitted to view or change. Your assigned role and the platform's security policies remain authoritative.
Main areas
| Area | Use it for | Typical next action |
|---|---|---|
| Dashboard | Reviewing current priorities, exceptions, totals, and operational attention items | Open the related record and verify the information before acting. |
| Daily Brief | Reviewing a generated summary and carrying forward open action items | Confirm the facts in the underlying records, then assign or complete work. |
| Email Center | Reviewing supported outbound notification activity and email records | Confirm recipient, subject, status, and the related business record. |
| Leads | Managing buyer inquiries, ownership, stages, activities, follow-ups, visits, and reservations | Record the latest contact and set a clear next action. |
| Lots | Reviewing parcel details, pricing context, and Available, Reserved, or Sold status | Confirm availability before discussing or holding a lot. |
| Applications | Reviewing submitted buyer information and recording an authorized decision | Check completeness, lot context, duplicate indicators, and review notes. |
| Customers | Finding established buyer accounts and opening their contracts and account history | Verify contact information and open the relevant customer detail record. |
| Contracts | Reviewing agreement, payment-plan, balance, and status information | Confirm that changes match approved business and legal instructions. |
| Payments | Recording and reviewing financial entries, receipt details, references, and proof | Complete all required information and verify the linked customer/contract. |
| Collections | Prioritizing due and overdue accounts and documenting follow-up | Record the outcome and the next promised or required action. |
| Reports | Reviewing management summaries and supported exports | Use the report to identify a question, then verify it at record level. |
| Audit Trail | Reviewing supported accountable actions and changes | Use filters and timestamps to understand what changed and by whom. |
| Settings | Managing company and workflow configuration where authorized | Confirm the business decision and expected impact before saving. |
| Send Feedback | Reporting a reproducible issue or improvement request | Include the page, record, expected result, actual result, and screenshots. |
The Email Center and some configuration areas may be limited to Admin or Super Admin users. A menu item can also be hidden when a user does not have access.
How to move through the platform safely
- Start from the Dashboard or the work area named in your assignment.
- Use filters and search to narrow the list before opening a record.
- Confirm the record identity—buyer name, lot, contract, or reference—before editing.
- Read the current status, latest activity, owner, and due dates.
- Make the smallest correct change needed.
- Add an activity, note, or reason when the change needs context.
- Return to the list or Dashboard and confirm the item now appears in the expected state.
Lists versus detail pages
A list page helps you find, filter, sort, and compare records. A detail page is where you should understand the full context and perform most record-specific work.
For example, a lead list may show the buyer's name, stage, owner, and next action. The lead detail view contains the activity history, lot interest, visits, follow-ups, and reservation context needed to decide what should happen next.
A Dashboard count or report total can tell you that attention is needed, but it cannot explain every record. Always open the underlying record before approving, declining, reconciling, cancelling, or changing a high-impact status.
Common navigation mistakes
- Opening several buyer tabs and updating the wrong record.
- Assuming a hidden menu means the feature does not exist rather than checking role access.
- Changing a list status without reading the detail history.
- Using the browser Back button after an unsaved edit.
- Searching only by buyer name when phone, email, lot, or contract context is needed to distinguish similar records.