Navigation
The main navigation bar sits at the top of the screen and provides quick access to all major sections:| Menu item | What it does |
|---|---|
| Home | Revenue health overview with key metrics |
| Customers | Browse and manage accounts, users, and other records |
| Moments | View and manage automated customer journeys |
| Emails | Create and manage email campaigns |
| Reports | Access dashboards, metrics, and analytics |
Global search
Press Cmd+K (Mac) or Ctrl+K (Windows) to open the global search from anywhere in Bigdelta. With global search, you can:- Search across all your records instantly
- Preview a record without leaving your current page
- Create a new record directly from the search results
- Navigate results with keyboard arrows and press Enter to open
Global search works across all record types, so you can find accounts, users, companies, and more from a single search box.
Favorites
Save frequently used items for quick access so you never have to hunt for them.- Click the star icon on any record, dashboard, report, or other item to add it to your Favorites
- Access your saved Favorites from the navigation bar
- Remove a favorite by hovering over it and clicking the remove button