Introduction
Customizing the left menu bar in CRM Kommo, based on user roles is essential to ensure a more efficient and productive experience within the system. By adapting menu options to each team's needs, you can improve navigation and access to essential tools. In this comprehensive guide, the Team Bytebio will show you step by step how to carry out this customization in a simple and practical way.
Step by Step to Customize the Menu Bar Kommo:
- Understand the importance of customizing the menu bar;
- Access general settings to start the process;
- Identify the roles of each team to adapt the menu;
- Deselect unnecessary options and highlight the most used ones;
- Save the changes to apply the new configuration.
Getting Familiar with the Left Menu Bar
The left menu bar is an essential part of the system Kommo, offering quick access to main features. By becoming familiar with this bar, users will be able to optimize their experience and navigation more efficiently.
Steps to Familiarize Yourself with the Menu Bar:
To ensure that each team member uses the menu bar in a personalized and effective way, follow the steps below:
- Identify the roles of each team within the organization;
- Access the general system settings section Kommo;
- Customize the menu bar based on each team's needs;
- Highlight the most used features and remove unnecessary ones;
- Save changes to apply custom settings.
Menu Bar Customization with a Marketing Agency
Customizing the left menu bar is critical to each team's efficiency. Here's how to do this with a marketing agency:
Step by Step to Customize the Menu Bar:
- Access general settings and select “Customize the Menu Bar”;
- Choose the sales funnels most used by the agency;
- Uncheck unnecessary sections, such as “Leads” and “Lists”;
- Save the changes to apply the custom menu bar.
With these settings, the agency will have quick access to essential tools for its marketing activities.
Customization for Each Account Role
Customizing the left menu bar specifically for each account role is essential to ensuring a personalized and efficient experience for each team. Here's how to do it step by step:
Step by Step for Individualized Customization:
- Access general settings and select “Customize the Menu Bar”;
- Identify the different functions that exist in the account, such as marketing, sales and partnerships;
- Deselect unnecessary sections and funnels for each team;
- Adapt menu options according to the needs of each function;
- Click save to apply custom settings to each team.
With this customization, each role in the account will have quick and direct access to essential tools for their activities, optimizing productivity and efficiency.
Step by Step to Customize the Menu Bar
Customizing the left menu bar based on user roles is key to ensuring a personalized and efficient experience. Follow the steps below to perform this customization in a simple and practical way:
Step 1: Understand the importance of personalization
Understand the relevance of adapting the menu bar according to the needs of each team.
Step 2: Access general settings
Start the process by accessing the general system settings to begin customization.
Step 3: Identify the roles of each team
Discover and differentiate the roles of each team to adapt the menu to your specific needs.
Step 4: Uncheck unnecessary options
Remove options that are not used by the team from the menu and highlight the most important and frequently used ones.
Step 5: Save changes
When you finish customizing, be sure to save your changes to apply the new menu bar configuration.
Adding Account Roles
Customizing the left menu bar specifically for each account role is essential to ensuring a personalized and efficient experience for each team. Here's how to do it step by step:
Step by Step to Add Functions to the Account:
- Access general settings and select “Customize the Menu Bar”;
- Identify the different functions that exist in the account, such as marketing, sales and partnerships;
- Deselect unnecessary sections and funnels for each team;
- Adapt menu options according to the needs of each function;
- Click save to apply custom settings to each team.
With this addition of functions, each team in the account will have quick and direct access to essential tools for their activities, optimizing productivity and efficiency.
Customization for Marketing, Sales and Partnership Teams
Customizing the left menu bar specifically for each account role is essential to ensuring a personalized and efficient experience for each team. Here's how to do it step by step:
Step by Step for Individualized Customization:
- Access general settings and select “Customize the Menu Bar”;
- Identify the different functions that exist in the account, such as marketing, sales and partnerships;
- Deselect unnecessary sections and funnels for each team;
- Adapt menu options according to the needs of each function;
- Click save to apply custom settings to each team.
With this customization, each role in the account will have quick and direct access to essential tools for their activities, optimizing productivity and efficiency.
Menu Bar Optimization for Each Team
Customizing the left menu bar specifically for each team is essential to ensure a personalized and efficient experience. Follow the steps below to optimize the menu bar according to the needs of each team:
Step-by-Step Menu Bar Optimization:
- Access the general system settings and select “Customize the Menu Bar”;
- Identify the different teams existing in the account, such as marketing, sales and partnerships;
- Unmark unnecessary sections and highlight the most relevant features for each team;
- Adapt menu options according to each team's specific needs;
- Click save to apply each team's custom settings in the menu bar.
With this optimization, each team will have quick and direct access to essential tools for their activities, increasing the productivity and efficiency of the work carried out.
Importance of Customization for Efficiency
Customizing the left menu bar based on user roles is essential to ensure a personalized and efficient experience within the system Kommo. By adapting menu options according to the needs of each team, it is possible to improve navigation, facilitate access to essential tools and increase productivity in the workplace.
Advantages of Customizing the Menu Bar:
- Optimization of user experience;
- Faster access to important features;
- Greater efficiency in using the system;
- Reduction of unnecessary information overload;
- Customization according to the needs of each team.
Menu bar customization not only makes navigation more intuitive, but also significantly contributes to each team's operational efficiency by ensuring the right tools are always within reach.
Conclusion and Encouragement of Experimentation
Customizing the left menu bar based on user roles in the system Kommo It is a fundamental step to improving the efficiency and productivity of each team. By adapting menu options according to the specific needs of each role, you can ensure that essential tools are easily accessible, optimizing daily work.
The team Bytebio encourages experimentation in this customization process, allowing each team to test different configurations to identify the most suitable one. Through experimentation, it is possible to find the ideal combination of functions and tools in the menu bar, making the work environment more adapted to the needs of each team.
By experimenting and adjusting menu bar settings based on each team's roles, users will be able to enjoy a more personalized, efficient, and productive system experience Kommo, driving the success and satisfaction of the entire team.