Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current Restore this Version View Version History

« Previous Version 4 Next »

Release Date

Table of Contents

Overview

What

In the latest update to our sidebar navigation, we broke out Proposals (pre-sale) into its own area in the sidebar. Previously, this was combined under “Orders”

Who

Any users with access to both Proposals and Orders in Ui.Marketing

Why

We want to improve our navigational system and make it easier for users to find the appropriate area of the application. Additionally, as we build out more pre-sales tools, such as forecasting or recommendations, we want to ensure there is sufficient navigational space to support this.

Example

I am a user looking to access proposals, I no longer am required to click on orders in order to access proposals

Walkthrough

On the sidebar navigation, users will now see an option for both Presale and Orders.

  • When users click on Presale they will get access to all of the proposals they have access to

  • All previously saved views will automatically carry over.

  • Users will only see this option if they have access to Presale on their user permissions.

2025-05-20 12.23.04.gif

Once users click on Orders, they will get access to both their orders and line items. They can navigate between the two via the secondary sidebar.

  • Users will only see orders and line items they have access to.

  • All previously saved views will automatically carry over.

  • Only users with Orders access will see this in the sidebar.

Also within the sidebar navigation, you will see a Reports icon to take you to our reporting.

image-20250522-181643.png

Within Reports, you can build a report to get the data you want. You can also navigate to your Saved Reports. This is where you can find reports that you have saved that you may view frequently.

Settings is only visible to Admin and certain partner-level user types. Within Settings, admin users can view our hierarchy, products, and users.

image-20250522-182030.png

Partner users are able to add external integrations and view their users.

image-20250522-181951.png

Only users with permission will get access to these different areas of the application.

  • Orders toggle will remove the entire orders navigation from the sidebar.

  • Presale (previously labeled as proposals) will remove the entire presale navigation from the sidebar.

  • Reports will remove the entire reports navigation from the sidebar.

Additional pre-sales functionality (Forecasting, recommendations)

Helpful Links

  • Sub Feature Doc

  • Help Center Documents

  • Amplitude Feature Tracking

  • Tableau Reporting (if applicable)

  • Goal Tracking (if applicable)