Turn cards on or off, set each one’s width, and add any view from the menu. On the page itself, hover a card’s banner for move up / move down / remove, or drag the grip in its top-left corner.
Call time (Central)
Only applies when the weekday CRM call is enabled.
Home layout
Admin
Menu visibility
Show or hide items in the left navigation
Toggle a menu item off to hide it from the left-hand sidebar on this workstation only. To change who in the company can see a link, right-click it in the sidebar (admins) or use Left-nav access control. Department hubs are also filtered by the signed-in person’s BambooHR department / title (admins see all). A section disappears when all of its items are hidden.
Drag items or use the arrows to change order within a hub. Hub order stays fixed. Your order is saved to your account and applies after access rules.
Qualification-gate exempt scopes
Scopes that skip the qualification pain questions
Turn a scope on to waive the Qualification Gate pain questions (Pain / Budget / Decision / Fit) for deals whose scopes are all on this list. A mixed-scope deal (e.g. solar + roof) still requires the gate. A flagged disqualifier still blocks either way. Changes are remembered on this workstation.
View as another employee
Switches this Home session to their view. Use Return to your view on the banner when done.