2024-04-04 Contacts Menu Update

Our Contacts menu had a UI upgrade.

Despite the new look, rest assured that all features will remain the same.

Menu Structure Update:

  • The Contacts menu has been restructured to improve organisation and navigation.

Separation of Functions:

  • Approvals and Imports moved from the People and Companies sections to standalone menu items.

Revised Menu Items:

  • The Contacts menu now includes:
    • People: Contains All Accounts, All Leads, All Contacts, and created segments related to People.

    • Companies: Includes All Accounts, All Leads and created segments related to Companies.


    • Approvals: Dedicated menu item added for managing Approvals.

    • Imports: Dedicated menu item added for managing Imports.

Enhanced Navigation:

  • Provides users with clearer navigation paths, ensuring they can easily access specific functions without cluttering the People and Companies sections.

OLD:

NEW:

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