The improveit 360 system is organized into 'Tabs' (sections of the system, like Appointment, Prospect, Sale, etc.) and each Tab is filled with 'records' (individual Prospects, Appointments, Sales etc.).
Navigating in improveit 360
You can access the tabs in your system in two places:
- The blue tool bar - this bar at the top of your improveit 360 system is designed to give you quick access to your most frequently used Tabs.
- The All tabs page - click on the '+' at the end of the blue tool bar to access all of the tabs in your system. Click the 'Customize My Tabs' button to add/remove tabs from your blue tool bar.
Note: The Tabs which are visible to each individual User on the All Tabs page are set by the System Administrator User. If you do not have access to a Tab, talk with your company's System Administrator.
If you are the System Administrator User and need to give a User access to a Tab, see: How To - Give User Access to a Tab.