Navigation Bar


Navigation Bar

The navigation bar at the top of the web page holds a “Welcome, USER” greeting, “Quick Find” link, a “Profile” link, and a log out button.


Quick Find


“Quick Find” allows the user to search the CRM for specific information. It gives the user the option of selecting which type of stored data they’d like to search (“Campaigns, Accounts, Leads, Contacts, Opportunities”).


Profiles


The Profile link directs the user to their profile page, where their personal information can be viewed and edited. The user can also upload pictures and change their password from this page, by using the links in the top right of the window.