Use the top-right toolbar icons to quickly create records, search CRM data, review reminders, and manage account or personal settings.
Quick Start:
Open any Storable CRM page.
Go to the toolbar in the top-right corner.
Select the icon for the task you want to complete.
Review or update the related information.
The top-right toolbar appears on every Storable CRM page.
Click any of the icons, listed left-to-right below:
Click New to open a new Lead card when a new lead walks into your location.
Click Search to search for Customer and Lead records.
Click Notifications to review important task reminders.
Click Settings to access account configurations.
Note: Use this option only if you are assigned the Administrator role.
Click the Personal Settings dropdown to update your username, password, photo, email notification frequency, and notification reasons.