Content Menu - Feature Overview

Edited

The ‘Content Menu’ feature allows Content Managers to upload and manage videos for the Tutorial Library, and manage content and options that can be selected during Contact and User profile creation flows.

The ‘Content Menu’ feature enables CRM administrators to indicate the locations of branch offices and the company’s headquarters. The selected location will be displayed in the employee’s User profile to indicate their place of work. It also enables the CRM administrators to identify the method by which a given lead was generated and engaged. This information will be displayed in the ‘Origin’ field in the client’s Contact profile.