Getting around in RapidStart CRM

Before you dive into the specifics of RapidStart CRM, it would probably be useful to have a quick overview of how to get around in RapidStart CRM. We have tried to make RapidStart CRM as intuitive as possible, but it can’t hurt to provide a quick lay of the land.

(1) The Primary RapidStart CRM Navigation is from the sidebar. Clicking on the “Hamburger” at the top of the sidebar will collapse it.
(2) Platform Navigation is at the very top. From here, you can access Personal Settings, recently viewed records, How2, etc.
(3) View Selector. Most items have a “Selector” where you can change the view shown.
(4) Ribbon. This bar will show Actions you can take related to the record or list you are viewing at the time; the Actions will vary depending on what type of records you are looking at.
(5) RapidStart Apps Switcher. Clicking this will open a window of other RapidStart CRM Apps you can switch to.
(6) Microsoft App Switcher “Waffle”. This will open a list of your other Microsoft apps that you can switch to, like Outlook, OneDrive, etc.