The Secret to Seamless Navigation: Unlocking the App Launcher
It's a common scenario for many new Quivr users. You're working in the CRM, everything feels familiar, and then you click a button—often a seemingly innocuous one—and your screen changes. Tabs disappear, the layout shifts, and suddenly you feel like you've been transported to an entirely different application. If you’ve ever found yourself wondering where you are and how to get back, you’ve stumbled upon the App Launcher, the powerful nine-dot button that controls your entire Salesforce experience.
The App Store Analogy
To understand the App Launcher, it helps to think of Salesforce as a smartphone’s operating system, like iOS or Android. Just as your phone can run thousands of different applications, the Salesforce platform is designed to house a vast ecosystem of apps. Quivr CRM is one of those apps—a purpose-built solution designed specifically for financial advisors. However, you can also access a universe of other Salesforce-native apps and third-party integrations, each with its own specific function and interface.
The App Launcher is the gateway to this entire ecosystem. By clicking this button, you can navigate from the familiar Quivr environment to other installed applications, whether they are a native Salesforce feature or a tool like Zoom Phone, Orion, or Schwab that has been seamlessly integrated into your system.
Customize Your Workspace
One of the most valuable features of the App Launcher is the ability to customize your navigation. While Quivr is designed to be your central hub, you may find yourself regularly needing to access a specific report from an integrated application or a page from a native Salesforce feature.
Instead of repeatedly clicking the App Launcher to switch between apps, you can use it to:
Add items to your navigation bar to make them permanently visible.
Embed critical tools into a single, cohesive interface.
Tailor your workspace to your specific job function and preferences.
This level of personalization is at the core of Salesforce’s power, but it can also be a source of complexity.
Mastering Your Workflow
At Quivr, our mission is to "tame" that complexity, providing a CRM that is both powerful and intuitive. The ability to embed critical tools into a single, cohesive interface is a prime example of this philosophy in action. It ensures that you have access to everything you need without getting lost in the broader platform.
While the App Launcher is a powerful feature to be aware of, you should always feel empowered to seek assistance. If you’re a Quivr user with questions about navigating your system or integrating new tools, our support team and office hours are ready to help. If you're an advisor looking for a CRM that is built to simplify, not complicate, your practice, it's time to see what Quivr can do for you.
