Objective
The purpose of this article is to provide Outreach users and admins with an understanding of the Outreach global navigation menu.
Applies To
- Outreach Users
- Outreach Admins
Overview
The global navigation menu allows the following
- Menu can be expanded into icons and text, or collapsed into icons only to maximize space
- Some existing pages are nested into categories
- Administration menu now takes up less horizontal space so there’s more room to work
- Consolidation on Reporting
- All users can access reports via the global navigation in the left-hand menu
Category | Pages |
Forecasting |
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Activity |
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Content |
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Reports |
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Apps |
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The following features are only visible if your organization has configured forecasting and you have been granted access:
- Pipeline Summary
- Forecasting
- Forecast Rollup
- Scenario Planner
- Pipeline Movement
- The following feature is only visible if your organization is leveraging Outreach Kaia
- Kaia