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New streamlined and intuitive navigation

May 2022

Our optimized, streamlined navigation experience in the platform make it:

  1. Quicker to navigate around the platform

  2. Easier to find related features, settings, and reports

  3. Simpler to complete core tasks

You'll also be able to complete many of your most-used tasks in fewer clicks, including:

  • Creating and managing contact lists

  • Configuring and updating feature-specific settings

  • Reviewing and exporting feature-specific reports

  • And more!

What's new?

New features grouping

We want to make sure your experience is as intuitive as possible. Based on customer feedback, we're grouping relevant features together such as Lists under the Contact sub-navigation and Tasks under the Deals sub-navigation.

Access settings and reports right where you need them

The improved left-hand navigation groups related settings and reports into key feature areas like Contacts, Deals, and Website without having to navigate into other areas of the platform.

To view related settings and reports, click on any main feature on the navigation bar. Settings will be available under the Manage section, and relevant reports will be available under the Reports section. You can still access the general Settings and Reports pages from the main navigation.

Easily collapse and expand the navigation.

You can easily collapse the navigation if you need more space on the platform dashboard to complete tasks. To do this, click on the arrow at the top-right corner of the navigation. To expand the navigation bar, click on the same arrow again.

Improved readability and accessibility

You'll also notice updated colors and icons, which improve readability and accessibility.

For more information, contact our support team.

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