Getting started
Getting around
The app has three fixed areas: a narrow rail on the far left, the sidebar with your boards, and the top bar with search, notifications, help and settings. Everything else opens in the space to the right.
See it instead of reading it. Finding your way around: a 2-minute guided tour on a sample board.
The rail
| Item | Where it goes |
|---|---|
| Home | Your workspace home: every board as a card. |
| CRM | The Deals board, which is the pipeline. |
| Notes | Your private notebook: call scripts, meeting notes, drafts. See Notes. |
| AI | A full-screen chat with Shelly, the assistant. |
| Agents | Lead agents that find new prospects matching a profile you describe. |
The sidebar
- The workspace menu at the top switches, adds and deletes workspaces.
- Content lists your boards. Use the magnifier to find one by name.
- Sales Dashboard charts the Deals board.
- More holds Notes, the Calendar and Email reports.
- The collapse arrow hides the sidebar when you need the width.
The top bar
- Search finds any record across every board. Press ⌘K (Mac) or Ctrl K (Windows) from anywhere.
- The bell shows your task digest and due reminders.
- Help opens the guided tours and these docs.
- Invite, Integrations and Settings go to the matching Settings page.
- Your avatar has Billing & plan and Log out.