⭐ Introducing the New HelloLeads CRM Menu & Favourites

A simpler, faster way to navigate your CRM
Available in
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🚀 What's New?
We've redesigned the HelloLeads CRM menu to make your experience more organized and easier to use. Instead of a long list of menus, features are now grouped logically based on how you work.
Cleaner and Structured Navigation
Menu items are organized into logical groups making it easier to find what you need without scrolling through long lists.
Faster Access to Features
Key features are now just one or two clicks away, significantly reducing navigation time.
Better Organization Across Modules
Related features are grouped together under intuitive categories that match your workflow.
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⭐ Favourites – Your Personal Quick Access Menu
The new Favourites Menu allows you to pin your most frequently used features and access them instantly—saving you time every day.

💡 Why Use Favourites?

  • Access frequently used menus in one click
  • Save time searching for features
  • Customize based on your daily workflow
  • Arrange menus in your preferred order

    • 🧭 Available Favourites Options

    Leads & Customers
    • View All Leads
    • View Unattended Leads
    Communications & Campaigns
    • Bulk Email
    • Bulk SMS
    • Bulk WhatsApp
    • Hello Pages
    Reports
    • Activity Report
    • Data Analytics
    • Sales Insights
    Import & Export Data
    • Import from Excel
    • Export Leads
    • Merge Duplicate Leads
    Sales Tools
    • Quotes & Invoices
    • Sales Orders
    • Product Catalogue
    Task Management
    • Hello To-do
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    ⚙️ How to Set Up Your Favourites
    Customize your Favourites menu in just a few simple steps to create your personalized quick-access workspace.
    Step 1: Go to the Favourites menu
    Step 2: Click on Manage Favourites Menu
    Step 3: Select the menus you use frequently
    Step 4: Rearrange them as per your preference
    Step 5: Save your selection
    Note
    You can add up to 10 menus to your Favourites. Choose wisely to maximize your productivity!

    💡 Pro Tip

    Set up your Favourites first—it's the fastest way to adapt to the new menu and save time every day.

    • Start by adding 3-5 of your most-used features to Favourites
    • Use Hello Hub when you can't find something quickly
    • Explore the new menu structure to discover features you might not have known about
    • Rearrange your Favourites as your workflow evolves

    🤝 Need Help?

    If you need help finding something, use Hello Hub or contact our support team—we're here to help!