Dashboard

Whenever you login to your GleanView Account, the dashboard will be the first thing you see. Initially it will look something like this:

Navigation

GleanView can be navigated from the tabs on the main top nav:

or from the Hamburguer menu on the top left:

Top Nav Links

Global Search

From this search bar, you're able to conduct searches for any type of records present in your GleanView account.

Saved Filters

This button allows you to quickly access searches you have saved in your GleanView Account.

Learn more about saved searches.

Add New

This button allows you to add new records of any kind, Accounts, Contacts, Opportunities, Events and Projects.

Calendar

Quick access to your Calendar button.

Notifications

Certain actions in GleanView will generate notifications for you. You can select to have them delivered to your email or to have them delivered in-app on this tab, or even both.

Cog Dropdown

This dropdown has links to:

• User Settings
• Company Settings
• Help Center
• Sign Out