Make Navigating Your CRM Easier with These Helpful Features

Using a CRM is a big part of managing your business, but sometimes it can feel clunky or hard to find what you need quickly. These improvements are designed to help you move around the platform with ease, so you can focus more on running your business and less on clicking through menus.

๐Ÿ“Œ Why This Matters

When your CRM feels intuitive and enjoyable, it saves you time and frustration. Finding courses, communities, or important information becomes faster, so you can spend more moments on growing your business. Plus, having your go-to content just a click away makes your daily tasks simpler and more efficient.

โœจ Whatโ€™s New

  • ๐Ÿ–ฑ๏ธ Double-Click to View: Open featured communities and courses instantly by double-clicking on their thumbnails, reducing the steps needed to access important materials.
  • ๐Ÿ–ผ๏ธ Click-and-Drag Carousels: Easily browse through top sections using a smooth click-and-drag motion on your desktop, giving you a natural and fluid navigation experience.
  • ๐Ÿ“Œ Pin Courses to Sidebar: Keep your favorite courses handy by pinning them to the sidebar for quick access, just like how your preferred communities stay within reach.
  • ๐ŸŽฏ Hero Section Aligned: The top Hero layout now lines up perfectly with the rest of the page for a cleaner, more organized look.
  • ๐Ÿงฎ Comma Separators Added: Large numbers across your platform are now easier to read with commas, helping you digest data faster with less effort.

๐Ÿ› ๏ธ How to Use It

  1. Step 1: Find a featured community or course thumbnail and double-click it to open right away.
  2. Step 2: On your desktop, click and drag the carousel sections to scroll through options smoothly without needing to use arrows or scrollbars.
  3. Step 3: To pin a course, look for the pin icon near the course listing and click it to add the item to your sidebar for easy access.
  4. Step 4: Notice the new alignment on the top Hero section to enjoy a balanced look that makes reading and interacting easier.
  5. Step 5: Pay attention to number formats with commas to quickly understand stats and data you’re reviewing.

๐Ÿ’ก Pro Tip

Keep your most important courses and communities pinned so you can return to them instantly and save time that you can invest in serving your customers and growing your business.

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