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-

İlgili Gönderiler	Cevaplar	Görünümler
Dropdown sub-menu offset away from position menu menuitem	0 Ara 24	1038
How to create a new menu item and place it under other module's menu? Çözüldü menu menuitem	4 Eki 19	33610
After finishing installation I do not get any menu items the page is blank menu menuitem	1 Nis 17	3799
Hide Or Remove Messaging Menu From Top Menu Bar ? Çözüldü menu menuitem	2 Oca 24	13748
No such external ID currently defined in the system error while adding a menu item. menu menuitem	2 Mar 15	7191

Bu soru işaretlendi

Enjoying the discussion? Don't just read, join in!