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Multi-Brand View for the Calendar, Sales Pipeline, & Dashboard
Multi-Brand View for the Calendar, Sales Pipeline, & Dashboard
Naomi Sherman avatar
Written by Naomi Sherman
Updated over a week ago

If you have more than one business brand enabled in your Releventful account, you are able to change your view on both the calendar, dashboard, reporting and sales pipeline to view events and leads for one of the specified brands. Please see these steps outlined below:

Sales Pipeline

1. From the Sales Pipeline, click on the brand icon in the left-hand navigation bar, underneath the Releventful "R" icon.

2. Once selected, click on the brand that you would like set for the pipeline view.

Once selected, the pipeline view will only display leads for the selected brand. Toggle to the other brands via the brand icon in the left-hand navigation bar to view the leads for your other brands.

Calendar

1. From the Calendar, click on the brand icon in the left-hand navigation bar, underneath the Releventful "R" icon.

2. Once selected, click on the brand that you would like set for the calendar view.

Once selected, the calendar view will only display events for the selected brand. Toggle to the other brands via the brand icon in the left-hand navigation bar to view the events for your other brands.

Dashboard

From the Dashboard, click on the brand icon in the left-hand navigation bar, underneath the Releventful "R" icon and choose the desired brand in the same way that you would in the steps above.

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