Static Menu
Carrot CRM is your new partner in simplifying real estate lead management!
Did you know? Carrot CRM’s Essential, Scale and Team plans come with included setup support. Our team handles setting up lead integrations for you during a simple kickoff call.
Introduction
The menu in the upper right hand of every page in Carrot stays mostly the same regardless of what page you are on and each menu item has a specific purpose.
Static Menu Details
Icon
Function
Description
Toggle Full Screen
Allows you to toggle back and forth between full screen and tabbed screen. Click to go into full screen, click to undo full screen, or press Esc to exit full screen.
Global Search
Click Global Search and search for words within your Workspace inside of Contacts and Opportunities.
Notifications
Notifications for your activity in your workspace
Help
Chat with our Support Team
Knowledge Base Articles
Search our full Knowledge Base articles for help
Related Articles
Getting Started with Carrot CRM – https://help.carrot.com/tutorial/getting-started-with-carrot-crm/