Switching View in SalesNexus

SalesNexus allows you to switch between different viewing layouts so you can work with your data in the format that best fits your workflow. You can easily toggle between the detailed panel view and the table view.

Follow the steps below to switch views.

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Step 1: Locate Sections That Support View Switching

SalesNexus allows you to switch views within multiple main navigation sections. Any category highlighted in the left navigation menu — including Tasks, Contacts, Opportunities, Goals, Templates, and Forms — supports switching between available views.

To switch views, first navigate to one of these sections. Once inside the selected section, you can use the View Switch icon (covered in Step 2) to toggle between available layouts.

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Step 2: Click the View Switch Icon

On the right-hand side of the screen, locate the vertical toolbar. Click the View Switch icon (highlighted in the image below). This icon toggles between different display layouts.

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Step 3: Review the Updated View

After clicking the icon, the display will switch to the alternate view. For example, you may switch from an individual contact detail layout to a list-style view that shows multiple contacts at once.

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You’re All Set

You now know how to switch between views in SalesNexus. Changing views helps you quickly move between detailed contact management and high-level list organization.