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Find your way around

The sidebar​

The sidebar on the left is how you move around the CRM.

  • At the top are the workspace name, a magnifying glass for search, and a button that collapses the sidebar.
  • Below them are three icons. The house (Home) shows your lists. The gear (Settings) opens your settings. The speech bubble (AI) opens AI chat, which isn't set up on this CRM yet. If you open it, you'll see "No AI provider is configured on this instance."
  • Under Home, Favorites lists what you've pinned. It appears once you've added something.
  • Workspace lists the objects: Companies, People, Opportunities, Tasks, Notes, Dashboards and any objects your admin adds. Admins also see a Workflows folder.

Click an object to see its records. On a phone, use the buttons at the bottom of the screen instead, such as Home and Search.

Open a record​

Click a record's name to open it in a panel on the right. To see the full page, click the expand icon at the top of the panel.

To change where records open, go to Settings → Experience. Under Navigation, choose Side panel or Full page.

  1. Click the magnifying glass at the top of the sidebar, or press /.
  2. Type a name, an email address or other words.
  3. Click a result to open it.

The command menu​

The command menu lists the actions you can take on the page you're on, such as Import People, Export View or See deleted People.

  1. Press ⌘ + K on a Mac or Ctrl + K on Windows. You can also click the ⋮ button at the top right of a list.
  2. Type a few letters, such as import, to find an action.
  3. Click the action.

Press Esc to close the menu. The command menu also has Copy link to page and commands to switch between the light and dark theme.

Favorites​

  • To pin a record, tick its box in the list, then click the heart icon (Add to Favorites) at the top right. When a record is open, the same heart is at the bottom of the side panel, or at the top of the full page.
  • To pin a view, click the view name at the top left of a list. Hover over the view, click ⋮, then click Add to Favorite.

Favorites are personal, so everyone has their own list. Drag them to change the order. To unpin a record, click the crossed-out heart (Remove from Favorites) in the same places.

Keyboard shortcuts​

KeysWhat they do
⌘ + K or Ctrl + KOpen or close the command menu
/Search
G, then CGo to Companies
G, then PGo to People
G, then OGo to Opportunities
G, then TGo to Tasks
G, then NGo to Notes
G, then SGo to Settings
EscClose a menu or the side panel