Anyway can add specific Sales Team to menu

Question

Hi, I would like to add Specific Team into my menu instead always click Sales Team/Pipeline to locate the specific team, I was trying adjust the menu item in Technical/User Interface/Menu Item but I only can put CRM/Sales/Sales Team/ to CRM/Sales Team, is anyway can I adjust to CRM/Team Name? Hope anyone can assist

Yz Hiew · Answer

Thanks, It's works very well !

Jaideep · Answer

1.Create a Windows Action: Settings > Technical > Windows Action
image [1]
Quick way might be to duplicate the windows action 'Pipeline'
a.Provide the action name
b.Add the domain - In your case you want a specific sales team
c. On the url make note of the action ID
2. Create a new external identifier Settings > Technical > External Identifier
image [2]
3. Create a new menu - Settings > Technical > Menu Items
image [3]

[1] /web/image/54010022-168a3f12/image.png?access_token=02d62b41-3767-4f58-

Post correlati	Risposte	Visualizzazioni
Dropdown sub-menu offset away from position menu menuitem	0 dic 24	947
How to create a new menu item and place it under other module's menu? Risolto menu menuitem	4 ott 19	33392
After finishing installation I do not get any menu items the page is blank menu menuitem	1 apr 17	3700
Hide Or Remove Messaging Menu From Top Menu Bar ? Risolto menu menuitem	2 gen 24	13620
No such external ID currently defined in the system error while adding a menu item. menu menuitem	2 mar 15	7056

La domanda è stata contrassegnata

Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!