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:
π‘ Why your page layout changes when you click the app launcher and how to get back to the Quivr app.
βοΈ How to customize your nav bar to permanently display the tabs you use most, including those from key integrations like Orion, Schwab, or Zoom.
π 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.