Side Navigation Menu

Created by Jesse Dow, Modified on Thu, 23 Jul 2020 at 10:35 AM by Mike Vetter

This articles goes over the functionality provided within the Side Navigation Menu.  

1. From the Home Screen, to get to the Side Navigation Menu, you can either swipe from the left to the right side of the screen, or select the Menu icon located in the top left corner of the screen.

2. Their are a number of quick navigation options available within this screen. - See below for details

  • Phone Book - Allows you to search the CRM Contacts and Leads.
  • Calendar will display upcoming calls/meetings.
  • Activities will display recent CRM activities.
  • Call logs will display all calls logged from the mobile app.
  • SMS logs will display all text messages logged from the mobile app.
  • Settings - The screen allows the Enable Automated Call Logging, Indicator Push Notifications, Sounds, Vibration, & stores the default CRM URL displayed upon login.

  • Logout - Allows you to logout of the Flywheel application.

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