Last Revised:11 Feb 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read.
You are looking at a screenshot demonstrating how to Favorite Main Menu Features:
Figure 1. How to Favorite Main Menu Features.
To Favorite Main Menu Features, navigate to Customize Main Menu from the Main Menu in Veloxity CRM:
My Profile > Profile Settings > Customize Main Menu
- Click My Profile.
- Click Profile Settings.
- Click Customize Main Menu.
The following instructions correspond with the numbers in Figure1. How to Favorite Main Menu Features.
- Click Favorites on Customize Main Menu. Click the box next to the features you wish to mark as Favorites.
- Click OK.
These features will show up in the Favorites menu in Veloxity CRM.
See Customize Main Menu for more information.