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The right side of the main menu bar includes the following fields, icons, and toggles that provide access to quick information.

  • Global Search function: Can The Search function enables you to search globally through Applications. Partners, or Accounts.

  • Content Library icon: Links Clicking Content Library icon takes you directly to the Content Library.

  • SMS Notification icon: Provides quick access to Clicking the SMS Notification icon opens a dropdown showing SMS notifications.

  • Bulk Actions icon: Opens Clicking the Bulk Actions icon opens the Bulk Actions popup window.

  • New Lead Notifications icon: Shows the number of new lead notifications and links to leadsClicking the New Leads Notifications icon opens the New Leads Notifications popup window

  • Leads toggle: Controls The Leads toggle controls the distribution of data-only lead posts.

  • Calls toggle: Controls The Calls toggle controls the distribution of calls for inbound calls received through Insellerate’s Inbound Call Routing feature.

  • Help icon: Provides Clicking the Help icon accesses links to the Help Center and Success Center.

  • User avatar: Provides access to Avatar: Clicking the user avatar icon accesses the User Profile, password options, User Preferences, and system information.

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