You can opt for the default categorised menu, which organises various elements into broad modules such as 'Sales,' 'Recruiting,' 'Marketing,' and 'Automation.' Alternatively, if you would prefer to focus on specific elements, you can customise your view. This option is particularly useful for maintaining a streamlined workflow, allowing you to engage primarily with a select few elements and access them more easily.
Alternatively, if you would prefer to focus on specific elements, you can customise your view. This option is particularly useful for maintaining a streamlined workflow, allowing you to engage primarily with a select few elements and access them more easily.
How to Customise Your View
Click on the settings icon next to the global search bar.
Click on the "Custom - Flat Menu" option.
Choose the menus you would like to include in your layout.
You can arrange the visibility order by dragging and dropping the selected menus.
Once finished, the menus will be displayed according to your customisation.
You can easily revert to the previous view by clicking the toggle feature labelled "Switch back to the categorised menu."
You can display a maximum of six menus at once; the remaining menus will be accessible under a downward-facing arrow for easy access.