Help Center
DocsMobile Navigation Bar
Choose which five tabs sit in the bottom bar on your phone, and in what order, and how each tab keeps your place
On a phone there is no sidebar. Navigation lives in a bar pinned to the bottom of the screen, holding five tabs plus a More tab at the end. The five tabs are the places you go straight to with one tap. More opens a sheet with the whole rest of the menu, grouped the way the sidebar groups it on a computer.
Out of the box the bar carries Home, Deals, My Work, Team Chat, and Email. If those are not the five things you open all day, you can change them.
On a phone, Back closes an open record preview, and from an open email or conversation it returns you to the list. When an alert opens the installed app on a record, Back from that record goes to its list instead of closing the app.
- Tap a tab you are not on and it takes you back to the page you were last on in that tab. Open a deal from Deals, switch to Email, tap Deals again, and you are back on that deal. Pages that scroll as a whole, such as Home and Deals, also come back scrolled to where you left them. My Work, Team Chat and Email scroll inside their own panels, so they may open at the top instead.
- Tap the tab you are already on from a page deeper inside it, such as a deal's full page, and it takes you back to the tab's main page: the Deals list as you left it, with the same filters. On the main page itself, the tap scrolls back to the top.
- Laureo remembers your place in each tab until you sign out or close the app or the browser tab. If the record you were on has since been deleted, the tab shows its not-found page once, and the next tap on that tab opens the tab's main page.
Deeper pages have their own way back. A company, person, deal, quote, invoice or project page, each settings section and the help articles carry a round Back control at the top left on a phone. It steps back to where you came from, and opens the list when nothing in the app is behind it. The details are in Install App.
- From your phone. Tap More in the bottom bar, scroll to Customize navigation, and tap it. You land directly on the editor.
- From anywhere. Go to Settings > My preferences > Appearance. The Mobile navigation section sits below the theme picker.
The editor shows two lists. On the bar is what your phone shows today, in order, with the slot number beside each row. In the More menu is everything else you could put there.
Take something off the bar
Put something on the bar
Change the order
| Field | Description | Default |
|---|---|---|
| On the bar | The tabs your phone shows now, in left-to-right order, each with its slot number. Tapping the checkbox on a row removes it from the bar. | — |
| Slots used | How many of the five slots you have filled. It updates as you add and remove, and it counts only the tabs you chose, never the More tab. | 5 of 5 |
| Move earlier / Move later | Shift a tab one place toward the start or the end of the bar. The first row cannot move earlier and the last row cannot move later, so those controls are inactive. | — |
| In the More menu | Everything not on the bar that you have not hidden. These rows are one extra tap away inside the More sheet. Tap the checkbox on a row to promote it to the bar. | — |
| Reset to default | Puts the bar back to the standard five tabs in the standard order. It only touches the phone bar, so your desktop sidebar arrangement is left alone. The button is inactive while you are already on the default. | — |
The editor only offers destinations you can actually open. A page your role has no permission for, or one your plan does not include, is left out of both lists. If your plan or your role changes later and a tab you had chosen is no longer available to you, the bar does not leave a gap: it fills that slot from the standard set instead, so you always land somewhere useful.
Changes save themselves a moment after you stop tapping, so pressing Move later four times in a row is one save rather than four. A brief Saved confirmation appears next to the section title. If a save cannot go through, the list goes back to the arrangement that is really stored and tells you the change may not have stuck, so what you see is never a bar you do not have.
The desktop sidebar has its own separate customization, covered in Navigating the CRM. The two are independent, so rearranging one never disturbs the other.