In this guide, you'll learn how to switch between sidebars and how to create a custom sidebar. A customized sidebar allows you to tailor how the sidebar displays. You can rearrange the items and show / hide items.
Transcript
Transcript
0:01
hello Vipers for today's what's the flow
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let's talk about how you can customize
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your sidebar
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this is something that I think a lot of
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people don't realize you can do because
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their eyes naturally go down here and
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they don't quite see that up here you're
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able to choose from a selection of
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pre-built sidebars right here you got
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all in one which just shows you
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everything it's generally speaking the
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default sidebar that you'll have
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and then you've got social Suite which
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highlights all of our social features
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text Suite which highlights all the text
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features
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and then here you'll see if you've made
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a custom sidebar you'll see your sidebar
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here
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and so for that you can just you know uh
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Orient it however you like highlight the
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features that you need and hide the ones
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that you do not need
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but let's also just quickly look here at
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Social Suite
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I hit that and immediately it's just it
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hides everything that doesn't have
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anything to do with with posting the
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social
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and uh and then it groups it in a way
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that just makes it really nice and easy
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because then you've got things like
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sequences and templates here that are
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not uh hidden they're one click away
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basically you don't have to expand the
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uh the social
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um
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parent folder basically go over here go
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to text Suite and here we go we've got
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everything that you need for texting
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and then let's also just look at how to
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quickly quickly how to customize a
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sidebar here
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and what you can do right here actually
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let me show all in one just
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so we can kind of see how things are
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typically oriented
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now here you can reorder sections and
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what that means is like if you want to
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move your contacts up top that's how you
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can do that
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and then from here these are all drag
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and drop so again if we want to like
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maybe put contacts above accounts
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you can do it that way and then you've
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also got showing and hiding too which is
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a pretty self-explanatory and so once
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you've made this then you could just
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simply go over here to your sidebar
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and now you got your custom sidebar
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configured to your needs
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