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  • Put the menu in Edit Mode by clicking the gear on the bottom right side of the expanded menu
  • Click the plus button and select the hidden menu item you'd like to show again. Note, the plus button only appears if menu items are hidden. 
  • Make sure to click the folder on the bottom right side of the expanded menu to save your view
  • The next time you login to the application your view will be personalized

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Advanced Search

Searching for Prospects, Organizations, Deals or Tasks is a snap with the search field at the top of the application.

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