1.0 Navigating your TIEIT Account

Welcome to TIEIT - we are excited to have you on board!

To help you get acquainted with TIEIT, you can either watch the quick video below or you can browse through our article to help you navigate your new TIEIT account. 

Navigating your TIEIT Account

TIEIT has 3 main areas for navigation: 

1. MAIN SIDE MENU: 

The main side menu is where you can access the primary TIEIT modules. The menu item that is colored in blue indicates the active module that you are currently working in. 

2. TOP MENU: 

The top menu is unique to each module and changes depending on the module you are actively working in. There will be a specific option to access the primary data object specific to that module. In the CRM module, you have access to Contacts, Companies, Deals, and Activities. From the top menu, you can click on the object name to load the respective listing page. If you hover over the data object, you will have options to search within that data object right from the menu, see and click into recently viewed records or Views. The more menu ( 3 horizontal dots) will give you additional options specific to that module.

3. MORE APPS MENU:

The more apps menu gives you quick access to other apps. For example, the TIEIT Scheduling App is located within this area. From the more apps menu, you can also perform quick actions such as Create a Deal, Contact, Invoice, Estimate and more.

Tip: Expand your working area by minimizing the main side menu. Click on the hamburger menu ( 3 vertical lines icon) to the right of the logo.