What Does This Button Do?: The App Launcher Explained

Have you ever felt like you lost a tab or ended up in a completely different part of your CRM? You're not alone! In this episode, Steve Drost and Will Kaplan demystify the most common source of confusion for new users: the App Launcher (that little nine-dot button in the top left).

Using the simple analogy of a smartphone and its apps, we explain how Salesforce serves as the "operating system" and Quivr is just one of many "apps" installed on it.

You'll learn:

💡 Why your page layout changes when you click the app launcher and how to get back to the Quivr app.

⚙️ How to customize your nav bar to permanently display the tabs you use most, including those from key integrations like Orion, Schwab, or Zoom.

🚀 How to embed other applications directly into the Quivr interface for a seamless, all-in-one experience.

This one button is the key to navigating the entire Salesforce ecosystem, and understanding it is crucial for mastering your CRM.

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What Does This Button Do? A Guide to Record Types in Quivr