Adding items to a dropdown menu in the CRM's navigation bar is a straightforward process that involves creating a new item and categorizing it under an existing menu category. This feature helps in keeping the navigation bar organized and allows for easier access to various sections of the CRM by grouping related items together.
Creating a New Item:
Begin by identifying the new item you wish to add to the navigation menu. For our example, let's call this new item "Company."
Accessing the Navigation Menu:
Drag and Drop the Navigation Menu element into your funnel or website after establishing your sections, rows, and columns.
Adding the New Item:
Once in the navigation menu customization area, look for an option to add a new item. Click on this option and enter the name of your new item, in this case, "Company." Press ‘Submit’ to save.
Categorizing the New Item:
To make "Company" a part of a dropdown under an existing category, such as "About," you'll need to drag and drop the "Company" item under the "About" category. This action groups "Company" with any other items listed under "About," creating a dropdown effect.
Saving Changes:
After positioning the "Company" item under the desired category, make sure to save your changes. Look for a save button or icon and click it to update the navigation menu.
Previewing the Changes:
To ensure your changes have been applied correctly, preview the navigation menu. The "Company" item should now appear as part of a dropdown under the "About" category.
Imagine that you have recently expanded your team. You want to add a "Team" section to your website, accessible through the navigation menu. By following the steps outlined above, you can easily add "Team" as a dropdown item under the "About" category, making it simple for visitors to find information about your team.
Item Not Appearing: If the new item does not appear in the dropdown as expected, ensure you've saved the changes and refreshed the preview. Double-check that you've correctly dragged the item under the desired category.
Incorrect Placement: If the item appears in the wrong place, you can easily drag it to the correct position and save the changes again.
Can I add multiple items to a dropdown? Yes, you can add as many items as you need to a dropdown by repeating the process for each new item.
How do I rename an item in the dropdown? To rename an item, find the item in the navigation menu customization area, click on it, and you should see an option to edit or rename the item.
