There is One menu in Ventures that is visible on all pages. It runs across the top of the page.

1. Your organization name will appear here.
2. The Loan search bar. You can use this to search for loans in your system.
3. Home icon. Click here to return to your home page.
4. Loans. Click here to navigate to the Loans page. This will display loans in your system in a grid. You can use this page to filter for and search for a specific loan/loans.
5. Tasks. Click here to navigate to the Tasks page. This will display tasks in your system in a grid. You can mark tasks as done, and filter for and search for specific tasks.
6. CRM. The Customer Relationship Management menu. Hovering over this option, will give you the choice to navigate to either the Contacts, Companies or Leads pages. 
7. Documents. The Documents menu. Hovering over this option will give you the choice to navigate to the Bulk Letters, Web Templates, Ticklers and SendNow pages. 
8. Payments. The Payments menu. Hovering over this option will give you the choice to navigate to the Loans, Ownership,Action and Payments specific reports. There are additional options that are accessible in the menu on the left when you navigate to any of the payment pages mentioned. Note: The Payments menu is only available if you have the Payments Add On module.
9. Data. The Data menu. Hovering over this option will give you the choice to navigate to the Reports, Imports, Exports and Loan File Transfer pages. There are additional options that are accessible in the menu on the left when you navigate to any of the pages mentioned. 
10. The Question Mark Icon. Hovering over the icon will give you the choice to navigate to the Knowledge Base, the Contact Support page and the SBA 504 Calculator.
11. The Cog/Gear Wheel icon. Clicking on this icon will navigate you to the administration section of Ventures. Note: The Administration icon will only appear for accounts that have Site Administrator privileges. Regular User accounts will not see the Administration option.
12. The User Icon. Hovering over this icon will give you the option to navigate to the Edit User Profile page, the Notification page, the Background Processes page and the Logout link.

The Overview Menu:

When you are in a file, you will see the overview menu. Most of your time in Ventures will be spent working in various parts of the overview menu. It is where information for the specific loan is entered. The options in the menu and its submenus update based on the status of the loan and are slightly different based on the type of the loan.

We will cover all of these menus throughout our documentation.