How to Reset the Perfex CRM Side Menu

If you've customized or misconfigured the side menu in your Perfex CRM, you can reset it to its default settings. Follow the steps below to reset the side menu:

Step-by-Step Guide

1. Access the Admin Panel

• Log in to your Perfex CRM account as an administrator.

• Navigate to the "Settings" section by clicking the gear icon in the top-right corner.

2. Go to Menu Setup

• In the settings menu, locate and click on Setup or Menu Setup under the "Setup" section. This will display the current configuration of your side menu.

3. Restore Default Menu

• Look for the "Reset to Default" or "Restore Default Menu" button.

• Click this button to reset the side menu to its original configuration.

4. Confirm the Reset

• A confirmation dialog box may appear asking if you are sure about the reset.

• Click OK or Confirm to proceed.

5. Verify the Reset

• Check the side menu on the main dashboard to confirm that it has returned to its default structure.

Are you a visual learner? check the video guide