Navigation Settings

In the Navigation Settings of the CRM, you have the ability to create custom tabs for your clients on the CRM Client Portal. This feature enables you to add additional tabs that are not available by default, providing a more customized experience for your clients.

By utilizing the Navigation Settings feature, brokers can enhance the functionality and user experience of the CRM Client Portal, providing additional resources and tailored information to their clients.

By default, the CRM Client Portal displays the following navigation tabs that cannot be deleted:

1. Dashboard

2. Accounts

3. PAMM/MAM

4. Referral

5. Reports

6. My Profile