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CRM

A tidier sidebar, and pages that say where they sit

The sidebar now sorts everything into four groups: Work (Home, Inbox, Tickets, Tasks, Meetings and the Assistant), your records under your own headings with Opportunities beneath them, Grow (Campaigns, Flows, Sequences, Forms, Sites, Chat, Social and the Library) and Insight (Reporting).

  • Fold what you don't use. Click a group's heading to fold it away; click again to open it.
  • Icons only. Press Icons only at the bottom of the sidebar for a narrow one, with each name on hover. Both choices are remembered in your browser.
  • Where am I? A record, a list, a text campaign or a site now shows the page above it over its title (Lists / Spring newsletter), each part a link back.

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