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
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