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An Overview of Beamery Navigation Menus

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Navigating through Beamery is simple, using the Main Menu Bar and the Contextual Menu Bar:  

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  1. The Main Menu Bar: This is the vertical bar on the left-hand side of the screen. You will see the elements that are accessible to all users: Home, Notifications, Explore Beamery, Settings and Logout. You will also see icons for each of the product areas to which you have access: CRM, Marketing, Reporting and Automation. 
  2. The Contextual Menu Bar: This is the horizontal menu at the top of the screen. Within each module of Beamery, the primary features of that module can be accessed using this menu. For example, while in the CRM module you will have access to People, Pools and Vacancies. The list of available features will be different depending on the module you have selected on the main navigation bar, and your permission level.

    This menu also allows you access to search functionality. Learn more about Quick Search and Boolean Search.

 


The Main Menu Bar

Take a look at the table below to understand which features you can find by clicking each icon in the Main Menu Bar.

Menu Bar Icon  Description

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Home

Access to your Home Dashboard, and Tasks.

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CRM

Access to all CRM features: the People Grid, Pools, and Vacancies.
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Marketing
Access to all Marketing Features: Campaigns, Pages, Forms, Convert, and Events.
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Reporting
Access to all Reporting Features: Data Explorer, Team Leaderboard, and Insights. 
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Automation
Access to Beamery's automation feature,  Recipes
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Notifications
Access to all Notification Feeds: @mentions, Company Feed, and My Notifications

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Explore Beamery

Click here to take a guided tour, to help you understand how to make the most of Beamery's features. 

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Settings

Access to the settings page. The settings to which you can make changes will vary depending on your permission level. 

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Log Out

Log out of  Beamery.
 

 


The Contextual Menu Bar

As you navigate through Beamery's product areas, the features available to you in the contextual menu bar will change. Use the below table to understand which features you can access using the Contextual Menu Bar in each product area. 

Product Area Features
Home

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Dashboard, Tasks

CRM

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People Grid, Pools, Vacancies

Marketing 2021-06-11_11-45-59-hHc.png
Campaigns, Pages, Forms, Events, Convert
Reporting

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Data Explorer, Team Leaderboard, Insights

Automation

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Recipes

 


Search Options in the Contextual Menu Bar

Quick Search

Quick Search will always be available in the Contextual Menu Bar, on the right-hand side of the bar.

Boolean Search

Selecting the Boolean Search button will take you directly to the Boolean Search feature where you can enter Boolean search strings and use these in combination with filters. To learn more about Boolean search click here.

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