How to Insert Items into a Dropdown Menu in the Navigation Bar

Modified on Tue, 10 Sep at 2:52 PM

Adding new items to a dropdown within the CRM's navigation menu is a simple process. It involves creating a new entry and placing it within an existing category. This method helps maintain a clean and organized interface, allowing users to quickly access various parts of the CRM by grouping related features together.


Step-by-Step Instructions

1. Creating a New Item:
First, decide what new item you wish to add to the navigation menu. For this example, let’s create an item called “Company.”

2. Accessing the Navigation Menu:
Start by dragging and dropping the Navigation Menu element onto your funnel or website after you've set up your sections, rows, and columns.


Navigation Menu



3. Adding the New Item:
Once you’re in the menu customization area, look for the option to add a new item. Click the “Add Item” button, enter “Company” as the item name, and then hit ‘Submit’ to save the new entry.


Add Item
Submit Item


4. Categorizing the New Item:
To include “Company” in a dropdown under an existing category like “About,” simply drag and drop “Company” beneath the “About” section. This will group it together with other items under that category, making it part of a dropdown.


Categorize Item



5. Saving Changes:
Once you’ve positioned the new item where it belongs, don’t forget to save your changes. Look for a save button or icon and click it to confirm the update.


Save Changes



6. Previewing the Updated Menu:
To verify that the new item has been correctly added to the dropdown, preview the updated navigation bar. The “Company” item should now be visible as part of the dropdown under “About.”


Preview Menu



Practical Use Case

Consider a scenario where your business has expanded, and you want to add a "Team" section to your website. Using the steps outlined above, you can easily insert “Team” as a dropdown item under the “About” category, making it easier for visitors to locate information about your team members.


Troubleshooting Common Issues

  • Item Not Showing Up: If the new item doesn’t appear as expected, ensure that you’ve saved all changes and refreshed the page. Double-check the item’s placement under the correct category.

  • Wrong Placement: If the item is in the wrong section, you can simply drag it to the correct spot and save again.


Frequently Asked Questions

  • Can I add multiple items to a dropdown?
    Yes, you can add as many items as needed by following the same process for each one.

  • How do I rename an item in the dropdown?
    To rename an item, locate it in the menu customization area, click on it, and select the option to edit or rename it.



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