Welcome to our brand-new look. So what’s different? Here’s a quick guide to help you navigate the new design.
Changes to your Homepage
You can still connect your accounts from the Homepage, otherwise known as your Account Dashboard. To do so, simply click on the “Link” icon next to your desired data source (email, calendar, etc.) or destination (CRM). This icon will turn into a tick.
If you are concerned about your connectivity, simply check the connection on your Account Dashboard. If your desired data sources and CRM are green but you are still unsure the account is working, simply get in touch with us. To disconnect, please send a request to us via the messenger on your screen.
What’s in your Account Sidebar?
You’ll have effortless access to the following pages through your account sidebar:
Take a quick look at the infographic below to find out what is within each of these pages.
Features that matter
We’ve taken out several pages to make room for upcoming features that’ll be more useful.
- Reports page
- Recently synced page
- Organization page
- Contacts page (we’re bringing back a better version)
And you can easily view all recently synced emails in Salesforce.
PS: It’s worth noting that the responsibility of adding team members has now moved to your team administrator.
- Your Contacts page
- Pipeline Tracking
If you have any questions, get in touch with our friendly team using the chatbot or shoot us a quick email at [email protected].
Have a Fox-tastic day!