A good CRM should not only be intuitive and easy to use, but also allow you to use your time in the most efficient way. Our new navigation experience is built around providing you with the tools you need, when you need them, so you can efficiently grow your business and sell with confidence.
What was changed?
The horizontal navigation consisting of the most commonly used Pipedrive features was moved to the left hand side to leave room for more products as Pipedrive continues to grow. We are also bringing forward tools that have been hidden in the settings page or sub-menus, so you can spend less time trying to find them and more time using them.
You can read more about why we updated the Pipedrive navigation in our blog article.
Your most used tools in Pipedrive are now on the left side of the screen in the primary navigation. Leads and Deals are at the top, so you can focus on nurturing leads and closing deals.
Under your Leads and Deals, you will see other useful tools such as your email inbox, calendar, contacts, and insights. Less commonly used tools can be found in an extension panel under "..." (More), and easily accessed whenever you need them.
When you click on the "..."(More), your primary navigation will expand to show additional features and resources that will help you in your sales process.
After clicking on an item in your primary navigation, a secondary navigation will expand, providing you with more tools related to the specific area you are in.
The secondary navigation can be collapsed to maximize your workspace, but you can access it easily even in the collapsed state by hovering your mouse over the edge of the collapsed secondary navigation.
The search functionality is centered to make it easy for you to search for any deals, leads, contacts, products, and attachments in your Pipedrive account.
Next to the search, you will find our Quick add functionality, where you can easily add any deals, activities, contacts, and products wherever you are in the app.
The account menu on the top right corner will bring you to your personal and company-wide settings.