Enhanced lead and project navigation menu

We've redesigned the Lead and Project dropdowns into a central navigation hub, providing quick access to features, favorites, and lead or project switching from multiple pages.

Details

Previously, the Lead and Project dropdowns were used to switch leads or projects and a separate Jump to dropdown was used to access features. The redesigned dropdowns now provide a centralized navigation experience with three dedicated tabs:

  • Lead menu or Project menu: Access all available features from a single, centralized location.

  • Favorites: Quickly access features you've marked as favorites.

  • Change lead or Change project: View and switch to another lead or project without returning to the Leads or Projects page.

The Lead dropdown with the Lead menu tab selected and the links to all the available lead features.

The Project dropdown with the Project menu tab selected and the links to all the available project features.

How it works

  1. Go to Leads or Projects and select a lead or project from the list.

  2. Select the Lead or Project dropdown.

  3. Do the following as needed:

    1. Select the Lead menu or Project menu tab and select the appropriate feature.

      For example, select Drawings to open the drawings list page.

    2. Select the Favorites tab, and then either select a feature from your favorites list or select Manage Favorites to add features to the list.

      The Project dropdown with the Favorites tab selected, the links to all the favorite features, and the Manage Favorites option to add features to the favorites list.

    3. Select the Change lead or Change project tab, and then select the lead or project from the list.

      The selected project opens in the current browser tab.

      The Project dropdown with the Change project tab selected and the list of available projects.

On this page

Posted August 24, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.