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Petal

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Arrange your menu and first screen

1. Put the menu in your order

  1. Open Settings from the account menu, then Menu and start screen.
  2. Under Menu order, use the up and down arrows beside a place to move it. Each change is saved at once.

The menu always has the same five places; you choose their order. The same order is used in the sidebar on a computer and in the bar on a phone. On a phone Home and the first three are in the bar at the bottom and the other two are under More, and each row says which.

Your order is yours alone. Nobody else's menu changes.

2. Choose the screen the app opens on

  1. In Your menu and start screen, choose a screen under Start screen: Home (the default), a menu place, a view such as your deals gone quiet, any dashboard you can open, or one of your shortcuts.
  2. The choice is saved at once.

You can also open a dashboard and press Set as my start screen. Where a screen already is your start screen, it says The app opens on this page after you sign in. instead.

The app opens there after you sign in, and when you open it without a link. A link you follow, from an email for example, still opens its own page. If you press or type anything while the app is still opening, it stays where you are. If you choose a dashboard or a shortcut and later lose access to what it opens, the app opens on Home instead.

To go back to your start screen at any time, press the logo at the top of the sidebar (on a phone, at the start of the top bar).

3. Add a shortcut

Press Add to menu beside a saved report on Reports and forecast, on a pipeline in Pipelines, or on the deals list in the view you want. The shortcut appears in the sidebar under Shortcuts (on a phone, under More). Press Remove from menu in the same place to take it off. You can also pin a dashboard from the dashboards page.

You can have up to 12 shortcuts. Put them in order, or press Remove, under Shortcuts in Your menu and start screen.

A shortcut to something you can no longer open, such as a report that is no longer shared with you, disappears from your menu.

4. Put the menu back to the default

  1. In Your menu and start screen, press Reset menu to default.
  2. Press Reset to confirm, or Keep my menu to change nothing.

This puts the places back in the default order, opens the app on Home, and removes every shortcut. Your dashboards, reports and lists are not changed.

To arrange the tiles on a dashboard, open the dashboard itself; each dashboard keeps its own arrangement.

5. Home

Home is the first link in the sidebar, above the places (on a phone, the first tab in the bar at the bottom). Unless you chose another start screen, it is where the app opens.

Under Needs attention it counts your activities overdue, your activities due today, and your deals going quiet, the same counts To Do shows. Press a count, or Open my To Do list, to work through them on To Do. Under Your pipeline it shows what your open deals are worth, what was won this month, and your open deals by stage, each read when you open the page, over the deals you can see.

Home cannot be rearranged. To open the app on other figures, make a dashboard of your own and press Set as my start screen on it.