New Navigation will become available to all users this month ūüß≠

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Comments

  • Christian Ayala
    Christian Ayala Member Posts: 64
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    edited September 2020 #32

    Navigation feedback picture as above still shows "Deals" top left menu pane.  Deals?  Sales?  Or both?

    Any plans of making the Naming in the menu configurable?  Like changing the name of deals to something that fits our business channel?  Also, removing modules that we don't use for certain users would be great.

  • Almonzer Eskandar
    Almonzer Eskandar Product Manager Posts: 113
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    PRODUCT MANAGER
    edited September 2020 #33

    Hi @Inês Batata

     

    Not seen the new navigation yet. Any idea when it will be implemented?

     

    Thanks

    Hi John, by the end of this week you should get the invitation to try the new navigation :) 

  • Almonzer Eskandar
    Almonzer Eskandar Product Manager Posts: 113
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    PRODUCT MANAGER
    edited September 2020 #34

    Which month? 

    Morning Erwin, by the end of this week you should get the invitation to try the new navigation :) 

  • Almonzer Eskandar
    Almonzer Eskandar Product Manager Posts: 113
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    PRODUCT MANAGER
    edited September 2020 #35

    Navigation feedback picture as above still shows "Deals" top left menu pane.  Deals?  Sales?  Or both?

    @Christian Ayala  Thank you for your question. Can you give me examples for a change in menu naming or/and  items you want to hide/ remove?

  • Christian Ayala
    Christian Ayala Member Posts: 64
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    edited September 2020 #36

    Navigation feedback picture as above still shows "Deals" top left menu pane.  Deals?  Sales?  Or both?

    @Almonzer Sure, for example, we are in the lending industry, so it would be nice to change the name of DEAL/DEALS to LOAN/LOANS.  Also, it would be nice to be able to change the name of won/lost to industry specific terms.  For us, won would be funded and lost would be adversed.

    Also, for our support/operations staff, there is no need for them to see LEADS, PRODUCTS and maybe even INSIGHTS.  

    The features above are standard with many CRM's.  Definitely SF, Zoho, Freshsales and Salesmate.  In my opinion, these small changes personalize the platform and help drive adoption.