Whenever you login to your GleanView Account, the dashboard will be the first thing you see. Initially it will look something like this:
GleanView can be navigated from the tabs on the main top nav:
or from the Hamburguer menu on the top left:
Top Nav Links
From this search bar, you're able to conduct searches for any type of records present in your GleanView account.
This button allows you to quickly access searches you have saved in your GleanView Account.
This button allows you to add new records of any kind, Accounts, Contacts, Opportunities, Events and Projects.
Quick access to your Calendar button.
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.
This dropdown has links to:
- User Settings
- Company Settings
- Help Center
- Sign Out