The left-side navigation icons allow you to quickly toggle between commonly used functions of Storable CRM.
Some of these icons may not appear or contain data depending on your role, your management's setting level and whether or not your organization subscribes to the full suite of Storable CRM services.
Dashboard - From anywhere in the system, click to return to the Dashboard screen.
Workspace - Click to access any open interaction card(s). Note: If there are no interaction cards open, you will be able to search for a Lead or Customer card by clicking this icon.
Leads - Opens to your Lead Follow-Up list by default with the option to open the full Lead list. The number above the icon indicates the number of Follow-Ups that need to be completed.
History - Opens to your Unprocessed list by default with the option to open the full Interaction History list. The number above the icon indicates the number of remaining unprocessed items.
Customers - Opens to your Outstanding Collections list by default with the option to open the full Customer list. The number above the icon indicates the amount of remaining, outstanding Collection events.
Evaluation - Opens to your Evaluations To-Do list where you can complete evaluation tasks. The number above the icon indicates the amount of remaining evaluations that need to be completed.
Reports - Provides access to your Reports Dashboard.