V2 UI/ Navigation & FAQs

Modified on Wed, 14 Feb 2024 at 11:06 AM

UPDATE:

"New Sidebar Experience" became standard on June 22nd, 2022.

We highly recommend familiarizing yourself with the V2 Sidebar.

Why the change?

How To access the Sidebar Theme options:

Sidebar Themes

Troubleshooting

I logged back in and the recent locations list is gone!

I can't find a menu item from the old UI

Was there anything you didn't see in the course that you wish were covered?

Why the change?

Our new Sidebar Upgrade provides the following new features and benefits over the old Sidebar:

Quick Actions to add Contacts, Opportunities, Appointment and
Global Search the Contact, Opportunity, Payments and browse all the categories
Create Post and Schedule the Social Media Posts with Social Planner
Collect Global Payments with Paypal Configurations
Record Transactions with Enhanced Invoices and Transactions and many more features.

How To access the Sidebar Theme options:

Head into your Agency Setting > Company - Scroll Down.

The Sidebar themes is available in both Light and Dark Themes.

Troubleshooting

I logged back in and the recent locations list is gone!

The recent location is stored in the local cookies and will be cleared when you log out.

I can't find a menu item from the old UI

Here is the mapping between the old and new UI menu options:

Old Menu	Old Sub-Menu	New Menu	New Sub-Menus	New Tabs
Launchpad		Launchpad
Dashboard		Dashboard
Conversations		Conversations
Opportunities		Opportunities
Workflows		Automation	Workflows
Marketing		Marketing
Marketing	Campaigns	Automation	Campaigns (Deprecated)
Marketing		Marketing
Marketing		Marketing	Social Planner
Marketing	Email	Marketing	Email Builder
Marketing	Buik Request	Contacts	Bulk Actions
Marketing	Trigger Links	Marketing	Trigger Links
Marketing	Trigger Links	Conversations	Trigger Links
Marketing	Form Builder	Sites	Forms
Marketing	Survey Builder	Sites	Survey
Marketing	Text & Email Templates	Conversations	Templates
Marketing	Text & Email Templates	Marketing	Templates
Marketing	HTML Builder	Marketing	HTML Builder (Deprecated)
Reporting		Reporting
Reporting	Google Ads	Reporting	Google Ads
Reporting	Facebook Ads	Reporting	Facebook Ads
Reporting	Attribution Reports	Reporting	Attribution Reports
Reporting	Call Reporting	Reporting	Call Reporting
Reporting	Agent Reporting	Reporting	Agent Reporting
Reporting	Appointment Report	Reporting	Appointment Report
Scheduling		Calendars
Scheduling	Calendar	Calendars	Calendars
Scheduling	Appointments	Calendars	Appointments
Reputation		Reputation
Online Listing		Reputation	Listings
Contacts		Contacts
Contacts	Contacts / Smart Lists	Contacts	Smart Lists
Contacts	Manual Actions	Conversations	Manual Actions
Contacts	Contacts request	Contacts	Contacts Requests
Contacts	Restore contacts	Contacts	Restore
Funnel & Websites		Sites
Funnel & Websites	Funnels	Sites	Funnels
Funnel & Websites	Websites	Sites	Websites
Funnel & Websites	Membership	Sites	Membership
Triggers		Automation	Triggers (Deprecated)
Chat Widget		Sites	Chat Widget
Settings		Settings
Settings	Profile	Settings	Profile
Settings	Company	Settings	Business Info
Settings	Company Billing	Settings	Company Billing
Settings	Team Management	Settings	My Staff	Team Management
Settings	Teams	Settings	My Staff	Teams
Settings	Reputation	Settings	Reputation Management
Settings	Reputation	Reputation	Settings
Settings	Pipeline	Settings	Pipeline
Settings	Pipeline	Opportunities	Pipeline
Settings	Integrations	Settings	Integrations	Integrations
Settings	Phone Numbers	Settings	Phone Numbers
Settings	Calendars	Settings	Calendars
Settings	Templates	REMOVED
Settings	Custom Fields	Settings	Custom Fields
Settings	Custom Fields	Contacts	Settings
Settings	Facebook form field mapping	Settings	Integrations	Facebook form field mapping
Settings	Custom values	Settings	Custom Values
Settings	Domain	Settings	Domain
Settings	Domain	Sites	Settings
Settings	Tags	Settings	Tags
Settings	SMTP & Mailgun Service	Settings	SMTP & Mailgun Service
Settings	Payments	Payments
Settings	Eliza Service	Settings	Eliza Service
Settings		Settings	Labs