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Act Premium Cloud Navigation Bar Quick Review | Friendly Act CRM Software Database Sales Support & Training

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Act Premium Cloud Navigation Bar Quick Review

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Greetings, everyone! Tony Holowitz here, and in this quick tutorial, I’ll provide you with an overview of the navigation bar on the left-hand side of ACT Premium Cloud. The navigation bar offers quick access to essential features and functions within the CRM tool, enabling seamless workflow and easy information retrieval. Let’s explore the navigation bar’s key elements and learn how to customize it for optimal usability.

1. Overview of the Navigation Bar: The navigation bar is located on the left-hand side of ACT Premium Cloud and consists of four primary sections: Welcome, Contacts, Groups, and More. Each section offers distinct functionalities, enhancing the overall user experience within the CRM.

2. Customizing the Navigation Bar: ACT Premium Cloud allows users to personalize their navigation bar for a more tailored experience. Here’s how you can do it:

  • Shrinking the Navigation Bar: To free up space, you can click on the arrow to shrink the navigation bar, leaving only the icons visible. Clicking the arrow again expands the navigation bar to its original size.

  • Rearranging Icons: In the “More” section, you’ll find a quick shortcut area with additional icons. Click on the three little arrows to configure the icons displayed in this area. You can uncheck items to remove them or click and drag to rearrange their order according to your preference.

3. Utilizing the Navigation Bar: The navigation bar provides direct access to frequently used features and tasks in ACT Premium Cloud. Here are some key components you can find in the navigation bar:

  • Welcome: This section typically takes you to the initial welcome screen when you log in to ACT Premium Cloud.

  • Contacts: Clicking on “Contacts” allows you to manage and work with your contact database, such as adding new contacts, viewing existing ones, or scheduling activities.

  • Groups: The “Groups” section enables you to organize and categorize your contacts into specific groups for better segmentation and targeted actions.

  • More: This section offers a quick shortcut area, where you can find additional features and functions that you use frequently.

4. Search Functionality: ACT Premium Cloud provides a search feature within the navigation bar, allowing users to search for specific information based on various criteria. However, the effectiveness of this feature varies depending on individual preferences, and some users may prefer alternative lookup methods.

Conclusion: In this quick review of the navigation bar in ACT Premium Cloud, we’ve explored its key features and functionalities. From customizing the navigation bar to easily accessing contacts, groups, and more, ACT Premium Cloud’s navigation bar enhances user convenience and efficiency. As you become familiar with the navigation bar and its capabilities, you can optimize your CRM experience and tailor it to your unique workflow.