FreeAgent CRM’s user friendly navigation allows you to easily interact with your data and toggle between different areas in the platform.
- Expand and collapse the menu by clicking on the 3 stacked horizontal lines. You can also hit the slash (‘/’) on your keyboard to open the menu. To close the menu, hit the ‘Esc’ key.
- View all Apps that you have access to here. Click on an App to see data, saved views, create new records, filter through data, and more. Click ‘ID’ to drill into the contact and see more information, call or email the contact (if you’re in the Contacts App), write a note on the Activity Timeline, create a Next Step for yourself or a team member and much more! Using the Filter option or search bar, narrow the amount of data you see.
- Search for any text Field in the selected app by using the search bar.
- Filter. Allows you to broaden or narrow your search criteria and results. You can add as many filter conditions as needed.
List. View app data in a number of ways including list view (shown above), pie chart, bar chart, board view, and more!
Save View. Save a View based on filters or search criteria to make it easy to reference again. Click the star icon by a saved view’s name to include it in the menu under the specific app.
Configuration. By clicking on the gear icon, change what fields are visible by checking or unchecking the boxes by the field name. Each view includes its own configuration options.
Export Data. Export data anytime from all views by using the 3 vertical dots on the menu bar. The export feature is so powerful that it even takes into consideration your filters, search results, and view configuration. - Access tutorials, updated product information, chat with support, view your notifications, or your profile by using the icons located in the header. Hover over any of the icons to view hint text.
It is important to note that the configuration of the menu and other elements may vary according to your own FreeAgent CRM customization.
More about navigating your FreeAgent account:
FreeAgent CRM Menu