We’re just about to start work on the new updated menu system for the CRM. The goal of this update is to:
- Simplify the menu structure by making it more logical
- Reduce the number of clicks it takes to create a new item in the CRM
- Remove the current duplication of items on the menu system
Besides restructuring the menu layout we’ll also be adding a quick create link to many of the menu items. This will take you to the full “New item” page for entities such as contacts, accounts, leads, projects, potentials,quotes, invoices and more.