Home Page Navigation

This brief video covers the Personal Information menu, where you can change your Email Address and Password, the Quick Lead tool as well as Notes, History and To Do List from the Home page. We also show how to add Navigation items to your toolbar, how to find object Tabs within the App Launcher menu and how to Pin List Views for faster navigation in the future!

Best Practice: Setup your List Views as you navigate your system. Pin the "All" list or select the list that would be most appropriate to see when the Tab loads and Pin it to the top! Note: Each User will need to Pin their own favorite List Views. The default List View pinned to the top will be unique to each User.