Overview
The navigation menu in Convex is organized into three key areas: Sections for accessing main features, Profile Settings for personal preferences, and Support for help.
Who uses this feature
Managers, regional managers, representatives, and salespeople
Primarily for Commercial Service and Commercial Construction business types
Feature configuration
Contact marketing@convexlabs.io to set up a demo and get more information about Convex.
Navigate through feature sections
Sections may differ from account to account depending on the feature options you choose for your team and company. Each section's name reflects its purpose and helps quickly find and access the desired features. To expand the menu, click the Convex icon.
Note: The same icon minimizes the navigation menu.
The default features may include:
The Dashboard
provides an overview of the work and activities for yourself and your team. To learn more, see Navigating Convex Dashboard view.The Map
allows you to visualize your entire addressable market. You can view properties within your territory, filter by various criteria, and zoom in on specific areas or states. To learn more, see Navigating Map view.The Companies
(optional) allows you to manage and explore detailed information about the businesses associated with your opportunities. This section helps you identify decision-makers, streamline outreach, and organize company-specific insights to drive better engagement and results. The People
provides details on all the contacts saved by you and everyone in your territory. It allows you to search and view contacts within your properties, helping you target the right decision-makers. You can filter by job title, company, or location to find prospects more efficiently. The Targets
helps you track your leads, monitor their progress in the opportunity stages, and easily manage your contacts. When you assign yourself to a property, it will appear in your target list. To learn more, see Targets overview in Convex.The Accounts
(optional) provides a centralized space to track key details about your accounts, such as associated properties, contacts, and activities.The Opportunities
(optional) provides a clear view of your sales pipeline, including details of opportunity stages, associated properties, key decision-makers, and related activities. The Boards
allow you to set up your To-Do space. You can create and customize tasks that are visible only to you. To learn more, see Navigating Boards view in Convex.The Signals
(optional) provide valuable insights and alerts to help you identify new opportunities and stay informed about key changes in your market. Signals highlight property updates, ownership changes, permits, or other relevant activities.
View settings
The settings section allows you to switch regions, add a profile picture, and log out of your account.
Change regions
Regions are set beforehand by Convex. If you have access to multiple regions:
Click your name.
From the side menu, click the region you want to switch to.
Note: A blue checkmark shows the region you are currently using.
Add a profile picture
Click your name.
From the side menu, select Change Your Photo.
In the upload photo pop-up that opens, click UPLOAD FROM YOUR COMPUTER or drag and drop a photo into the box.
When finished, click Save.
Log out your account
Click your name.
From the side menu, click Log Out.
Contact support
You can reach out to support directly from your account if you have any questions or need assistance with features.
Click Support.
In the Need Help? pop-up that opens, click Email Support.
Export CSV file
You can export your data, such as contacts, campaigns, and notes, into a CSV file. This is useful for transferring your information to other systems or for further analysis. For more, see (coming soon).