Customize the Main menu
Personalize your experience by selecting which CRM features are displayed in the main menu at the top.
This gives you greater control and flexibility, enabling you to prioritize the tools and sections you use most often for quicker access.
Only the Account Owner or Administrators can change the configuration for all users in the CRM.
💡 Menu changes apply account-wide and are visible to all users.
💡 Changes are saved automatically and take effect after refreshing the page.
💡 The Action Stream cannot be disabled.
💡 Disabling Pipeline also removes the Add Deal option and hides sales KPIs from morning emails.
💡 Pipeline can be disabled for specific users through User Permissions.
💡 If all More features are disabled, the More section is hidden.
💡 Drag features between Main and More to organize the menu.