What is more icon feature in opportunities app header bar?

Updated on November 14, 2017 03:41AM by Admin

More icon is a prominent feature in Apptivo CRM. You can find it in upper right side of any applications associated with the CRM. On clicking on the "More icon", you will come across a gamut of options that are used to customize your application.

More icon

  1. Log in and access Opportunities App from your universal navigation menu bar.
  2. Click on “More” icon located at the app header bar.Setting
  3. You can view following features available:
    • Settings – Allows customizing app and its functionality.
    • Notification – Allows customizing News and Email feeds notification for Opportunities.
    • Import – Allows importing opportunities from CSV spreadsheet.
    • Trash – Allows viewing deleted and archived opportunities, you can also enable opportunities.
  4. Select any of these features to perform desired function.

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