- Quick search: Quickly find any company / lead / contact in the system.
- Notifications: View all of the notifications that you are involved in.
- Recent items / History: View the most recent items you have worked on / touched – See your full activity / history.
- Help / Support: Get help / tips on using the site or open a live chat with the help desk
- Profile: Manage your user profile / user preferences (time zone / language)
- Campaigns: Add, manage and view the organisations campaigns.
- My Leads & Projects: Add, manage and view your stakeholders, enquiries, leads and projects.
- Inquires/ Leads / Investors: Add, manage and view your leads and investors & Inquiries.
- Tasks: Manage your tasks and schedule. Add tasks, calls, meetings and log emails.
- Companies: Add, manage, view and download the companies in your database.
- Contacts: Add, manage, view and download the contacts in your database.
- Downloads: Download all / any data (companies, leads, projects) from the system
- Search: Search / filter all / any data (companies, leads, projects) in the system
- Emails: Go to the email section.
- Reports: Download all/any reports available on the current page.
- Quick Add: Shortcuts for adding companies, inquiries, leads, projects.
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