Navigating with Bundles

    Once you have created bundles on your account, you can use the Bundle drop-down menu to select and use a bundle in the various products in the SRM platform.

    Account admins will see all the bundles that have been created in this list. Other users on the account will only see the bundles that they have been assigned to.

    To select a bundle

    Click on the bundle's name from the drop-down menu. The page will refresh and that bundle's info will be displayed. The Bundle drop-down menu will display the bundle's name in the head of the drop-down.

    If a bundle has sub bundles, an arrow will be displayed next to the bundle name. Click on the bundle name, and the menu will refresh to display the bundle's name in the header and the sub bundles will appear in the drop-down below.

    Related Topics