diff options
Diffstat (limited to 'doc/user/crm/index.md')
| -rw-r--r-- | doc/user/crm/index.md | 20 |
1 files changed, 10 insertions, 10 deletions
diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index e71a983ccfd..79f18e3abf1 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -1,6 +1,6 @@ --- stage: Plan -group: Product Planning +group: Certify info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments --- @@ -36,7 +36,7 @@ you must enable CRM features for the subgroup. To enable customer relations management in a group or subgroup: -1. On the top bar, select **Menu > Groups** and find your group or subgroup. +1. On the top bar, select **Main menu > Groups** and find your group or subgroup. 1. On the left sidebar, select **Settings > General**. 1. Expand the **Permissions and group features** section. 1. Select **Customer relations is enabled**. @@ -48,7 +48,7 @@ To enable customer relations management in a group or subgroup: To view a group's contacts: -1. On the top bar, select **Menu > Groups** and find your group. +1. On the top bar, select **Main menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Contacts**.  @@ -57,7 +57,7 @@ To view a group's contacts: To create a contact: -1. On the top bar, select **Menu > Groups** and find your group. +1. On the top bar, select **Main menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Contacts**. 1. Select **New contact**. 1. Complete all required fields. @@ -70,7 +70,7 @@ contacts using the GraphQL API. To edit an existing contact: -1. On the top bar, select **Menu > Groups** and find your group. +1. On the top bar, select **Main menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Contacts**. 1. Next to the contact you wish to edit, select **Edit** (**{pencil}**). 1. Edit the required fields. @@ -85,7 +85,7 @@ contacts using the GraphQL API. To view a group's organizations: -1. On the top bar, select **Menu > Groups** and find your group. +1. On the top bar, select **Main menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Organizations**.  @@ -94,7 +94,7 @@ To view a group's organizations: To create an organization: -1. On the top bar, select **Menu > Groups** and find your group. +1. On the top bar, select **Main menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Organizations**. 1. Select **New organization**. 1. Complete all required fields. @@ -107,7 +107,7 @@ organizations using the GraphQL API. To edit an existing organization: -1. On the top bar, select **Menu > Groups** and find your group. +1. On the top bar, select **Main menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Organizations**. 1. Next to the organization you wish to edit, select **Edit** (**{pencil}**). 1. Edit the required fields. @@ -125,7 +125,7 @@ issues are linked to contacts matching the email addresses in the sender and CC To view a contact's issues, select a contact from the issue sidebar, or: -1. On the top bar, select **Menu > Groups** and find your group. +1. On the top bar, select **Main menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Contacts**. 1. Next to the contact whose issues you wish to view, select **View issues** (**{issues}**). @@ -133,7 +133,7 @@ To view a contact's issues, select a contact from the issue sidebar, or: To view an organization's issues: -1. On the top bar, select **Menu > Groups** and find your group. +1. On the top bar, select **Main menu > Groups** and find your group. 1. On the left sidebar, select **Customer relations > Organizations**. 1. Next to the organization whose issues you wish to view, select **View issues** (**{issues}**). |