Getting Started with InvestGlass Navigation

Welcome to InvestGlass! This guide will help you understand the key areas of your workspace and navigate the platform efficiently. InvestGlass is designed with an intuitive interface that puts all essential tools at your fingertips.

Overview of Your InvestGlass Workspace

Your InvestGlass interface is organized into five main areas, each serving a specific purpose to streamline your workflow:

Main Navigation Bar

The main navigation bar is your primary gateway to all InvestGlass modules and features.

Key Features:

Access to all main modules (CRM, Portfolio Management, Digital Onboarding, etc.)
Quick switching between different areas of the platform
Consistent navigation experience across all pages

Pro Tip: Use the navigation bar to quickly jump between modules without losing your work context.

Navigation Best Practices

Maximize Your Efficiency

Keyboard Shortcuts

Learn common keyboard shortcuts to navigate faster
Use Tab key to move between form fields quickly
Ctrl+S to save your work in most areas

Customize Your Experience

Set up favorites for your most-used features
Organize your dashboard to prioritize important information
Use filters and views to focus on relevant data

Stay Organized

Use the search function regularly to find information quickly
Keep your workspace clean by closing unnecessary tabs
Leverage favorites to reduce clicking through menus

Getting Help When You Need It

Built-in Assistance

Look for help icons (?) next to unfamiliar features
Check tooltips by hovering over buttons and fields
Use the search function to find specific records or information

Support Resources

Access documentation through the help menu
Contact support directly from the platform when needed
Join user training sessions to learn advanced features

Next Steps

Now that you understand the main navigation areas, you're ready to:

Set Up Your Workspace

Customize settings, add users, and configure your preferences

Import Your Data

Get started by importing your existing client and portfolio data

Explore Key Features

Dive into CRM, portfolio management, and digital onboarding features

Create Your First Records

Start adding clients, prospects, and investment opportunities

Ready to dive deeper? Each section of InvestGlass has its own detailed guides to help you master specific features and workflows.