Sidebar Navigation
The sidebar organizes all features into logical sections:
Main
- 📊 Dashboard — Your daily command center
- 🔀 Pipeline — Visual Kanban board of deals
- 💰 Deals — Full deal list with filters
- 👥 Teams — Team overview
People
- 👤 Contacts — Contact list with search, filters, saved views
- 🏢 Companies — Company directory
Actions
- ✅ Tasks — Personal and team task management
- 🔔 Follow-ups — Scheduled follow-ups and reminders
- 📅 Calendar — Monthly view of events
- 📝 Log Activity — Quick activity logging
- 📤 Import CSV — Bulk contact import
- 📞 Power Dialer — Automated calling lists
- 💀 Dead List — Contacts marked as unresponsive
- 📧 Email — Send and receive emails (Pro+)
- ⚡ Sequences — Automated email sequences (Pro+)
- 💬 SMS — Text messaging via Twilio (Pro+)
- 🔍 Duplicates — Find and merge duplicate contacts
Support
- 🎫 Tickets — Support ticket system
- 📚 Knowledge Base — You are here!
Insights
- 📈 Reports — Detailed analytics and reports
Settings (Admin only)
- ⚙️ Manage Pipelines, 🏢 Company Settings, 🔗 Webhooks, 📋 Custom Fields, 💬 SMS/Twilio, 💳 Billing
Mobile
On mobile devices, the sidebar collapses. Tap the ☰ hamburger menu to open it. Tap any link to navigate — the sidebar auto-closes.