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Each main screen in NextLevel MCA has a short tour that points out what’s on it, one step at a time. A tour runs by itself the first time you reach that screen, and you can replay it any time. Everyone gets them; you only see tours for screens you have access to.

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How a tour runs

  • The screen dims and one part is highlighted, with a short explanation. Use Next and Back to move through it; the counter shows where you are (for example 2 of 5).
  • Done on the last step, or Don’t show again on any step, marks the tour as seen. It won’t run by itself again.
  • Closing a tour early (the X, or Escape) doesn’t count. It comes back the next time you open that screen.
  • Clicking the dimmed page does nothing, so a stray click won’t end it.
  • Tours wait until the welcome window is closed, and only one runs at a time.
  • A screen with nothing on it yet (no deals, no lenders) shows a one-step version pointing at how to add the first one. It doesn’t count as seen, so the full tour still runs once there’s data.
  • When a screen changes a lot after an update, its tour may run once more to show what’s new.

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Which screens have a tour

The deal window’s Conversation tab has no tour. There is no tour for the Dashboard or Reports.

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Replaying a tour

1

Open the screen

Go to the page whose tour you want to see.
2

Open the ? menu

Click ? in the top bar of NextLevel MCA.
3

Choose Replay tour

It reads Replay tour: screen name. If it says No tour on this page, that screen doesn’t have one.
For the deal window, which covers the top bar, use the deal’s own menu: click More (⋯) in the deal header, then Tour this window for the whole window or Tour this tab for the tab you’re on. A replay runs even if you’ve seen the tour, or turned tours off.

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Turning tours off

Open the ? menu and choose Turn off page tours. New tours stop running by themselves for you; Replay tour still works. Choose Turn on page tours in the same menu to bring them back. The setting is yours alone and follows you to other computers.

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Common problems

It comes back until you click Done on the last step or Don’t show again. Closing it with the X doesn’t count.
Tours wait for the page’s data to load and for any open window to close. You also won’t get a tour for a screen your role can’t use, or if you turned tours off. Use ? → Replay tour to run it now.
Steps that point at something not on your screen (for example a button you don’t have permission for) are left out.
See also First-time setup checklist for the admin’s setup guide.