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📘 SalesRevv Training: Platform Layout

Quick guide to using SalesRevv platform.

Introduction

The SalesRevv platform is designed to be user-friendly and customizable. Understanding the layout will help you navigate quickly, access the right tools, and adapt the interface to your preferences.
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What the Layout Does

  • Organizes all key sections in the left-hand menu.

  • Adapts to your brand colors for a personalized look.

  • Provides quick access to settings, help, and notifications.

  • Makes it simple to switch between multiple locations or accounts.

Navigating the Layout

  • Left-hand menu: main navigation for all platform sections, adjustable to your preferred width.

  • Brand colors: highlighted areas match your company’s branding for a familiar experience.

  • Bottom of the menu: site and account settings, plus the help tab.

  • Top bar:

    • Notifications on the right.

    • Profile settings and location switching on the left.

  • Top bar:

    • Notifications on the right.

    • Profile settings and location switching on the left.

Pro Tips

  • Resize the left-hand menu to fit your workflow.

  • Use brand colors as a quick visual cue that you’re in the right account.

  • For multi-location operators, switch sites directly from the profile tab to save time.

  • Check notifications frequently to stay on top of new activity.

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