Click Customize at the bottom of the sidebar. Drag sections and items to reorder them, and use the switch beside an item to show or hide it. Click Done when you are finished.
Steps
- Click Customize at the bottom of the sidebar. The sidebar changes to edit mode and says "Drag sections and items to reorder. A preview shows where items will land."
- Drag an item up or down, or use its up and down arrows.
- Use the switch next to an item to show or hide it.
- Click Done to keep your changes, or Reset to go back to the default order.
What you can change
- Primary: Dashboard, Inbox, Schedule, Leads, Deals, Outreach and Sequences.
- MORE: Forms, Documents, Insights, Services, Integrations and Trash.
- ADMIN: Teams and Logs.
If it did not work
An item is gone. Open Customize and switch it back on. Or click Reset.
I do not see an item in the list. Your role or industry does not include it. Real estate workspaces show Contacts and Listings.