Getting to grips with your CRM navigation will help you get the most out of it and keep your business running smoothly. This guide gives an overview of the dashboard and the various features available through the interface. Whether you're managing contacts, tracking opportunities, or setting up automated workflows, understanding each section will help you run your operations more efficiently. Bear in mind that some features may not be available on every plan, so use this guide to get familiar with the tools at your disposal.

The left sidebar is your main navigation hub, with a menu listing all the sections available in your account. It gives you quick access to the different features so you can manage various aspects of the platform from one place.

If you manage multiple accounts, you can switch between them using the drop-down menu at the top of the navigation sidebar. This makes it straightforward to move between accounts as needed.

Located below the drop-down menu, the search bar lets you quickly find and manage specific contacts by name. You can also use it to add opportunities or view payment information for a selected contact.

Quick Actions

To access Quick Actions, look for the green lightning bolt icon on the right side of the search bar. Clicking this icon opens a menu of shortcuts.

Quick Actions gives you a set of tools for common tasks. You can add a new contact, schedule an appointment, send a review request, or create an opportunity in just a few clicks. This saves you time by cutting down on navigation.

Dashboard View

Clicking "Dashboard" in the left sidebar brings up your Dashboard, which shows general reports on your contacts, pipelines, and other key business metrics. It's the default page you see after logging in, giving you a central overview of your business activities.

Conversations

The Conversations section acts as a unified communications centre, bringing together all your contact interactions, including emails, SMS, and other channels. This gives you a single view for managing and tracking all contact communications.

Within Conversations, there are several tabs:

  • Manual Actions: Set up and manage manual tasks such as calls, which are listed as pending, and automatically trigger the next task upon completion.
  • Snippets: Create reusable email and SMS templates for your automation campaigns, ensuring consistent messaging and saving time.
  • Trigger Links: Use custom links that trigger specific actions when clicked, automating tasks based on user interactions.
  • Analytics: Monitor response times and evaluate how consistently SLAs are met or breached.
  • Settings: Set your SLAs and define how quickly your team should respond to customer messages

Calendar

The Calendar section gives an overview of all the calendars and upcoming events in your account. The Appointments tab, found within the Calendar section, shows all booked appointments in one place.

Navigate to "Calendars" from the sidebar menu to access the Appointments tab in the main view.

Contacts

The Contacts section lets you store and manage all your contacts. You can add contacts individually, import them in bulk, or use marketing forms to collect contact information. It's essential for keeping your contact database organised.

The Contacts tab includes:

  • Smart Lists: Create dynamic contact lists using filters and save rules for future use, simplifying contact segmentation.
  • Bulk Actions: Quickly apply campaigns to large groups of contacts, streamlining your marketing efforts.
  • Tasks: Create, assign, and monitor tasks within this section to ensure that important assignments are not overlooked.
  • Companies: Manage and store information related to companies or organizations associated with your contacts.

Access these tabs by selecting "Contacts" from the sidebar menu.

Opportunities

The Opportunities section, particularly the Pipelines tab, lets you track and manage contacts as they move through various stages. It gives you an overview of your pipelines so you can manage contacts effectively.

Navigate to "Opportunities" from the sidebar to find the Opportunities, Pipelines, and Bulk Actions tabs.

Payments

In the Payments section, you can manage products, transactions, and integrations with payment processors like Stripe or PayPal. The Transactions tab lists all product-related transactions, while the Integrations tab lets you connect payment gateways.

To explore these options, go to "Payments" from the sidebar menu, where you'll find the Invoices, Documents & Contracts, Orders, Subscriptions, Payment Links, Transactions, Products, Coupons, Settings, and Integrations tabs.

Marketing

The Marketing section offers tools for managing your marketing activities:

  • Social Planner: Schedule and create social media posts.
  • Emails: Design and send email campaigns.
  • Snippets: Build emails and sms using pre-designed templates.
  • Countdown Timers: Create interactive countdown elements for your funnels, sites, and campaigns.
  • Trigger Links: Use custom links in campaigns to automate specific actions.
  • Affiliate Manager: Automate the tracking of referrals, commissions, and payouts.
  • Brand Boards: Create preset templates for texts, colors, and other brand essentials.
  • Ad Manager: Launch & manage ad campaigns.
  • Prospecting: Identify and engage potential leads.

Access these tools by selecting "Marketing" from the sidebar menu.

Automation

The Automation section lets you design and run automated workflows, replacing manual campaigns and triggers. It makes your operations more efficient by handling tasks that would otherwise need manual input.

Navigate to "Automation" from the sidebar to access the Workflows and Overview tabs.

📌 NOTE: If you prefer to use traditional campaigns and triggers instead of automation, this option can be enabled in Settings under the "Enable/Disable Deprecated Features" toggle.

Sites

The Sites section provides tools for creating and managing marketing funnels, websites, and other digital assets:

  • Funnels & Websites: Build multi-page funnels and websites with ease.
  • Stores: Create and manage online stores.
  • Webinars: Host virtual events.
  • Analytics: Track and analyze the performance of your sites.
  • Blogs: Publish and organize blog content.
  • WordPress: Integrate and manage your WordPress sites.
  • Client Portal: Set up and customize client-facing portals.
  • Forms & Surveys: Collect visitor information and feedback.
  • Quizzes: Engage users with interactive quizzes.
  • Chat Widget: Enable and customize a chat widget for enhanced customer interaction.
  • QR Codes: Generate QR codes for easy access.

Access these tools by selecting "Sites" from the sidebar menu, where you'll find the Funnels, Websites, Stores, Analytics, Blogs, WordPress, Client Portal, Forms, Surveys, Chat Widget, and URL Redirects tabs.

Membership

The Membership section lets you create and manage online courses, giving your audience a structured learning experience. It includes tools for accessing the Client Portal, building courses, organizing content, tracking performance, issuing credentials, and using the Gokollab Marketplace.

Access the Membership section from the sidebar menu.

Media Storage

The Media Storage tab lets you organise and access your digital assets, such as images and videos. It gives you a central place to store media files, making them easy to find and use across the platform.

Click the Media Storage option from the sidebar to access it.

Reputation

The Reputation section helps you manage your online reputation, giving an overview of reviews and review requests. It includes tabs for sending review requests, responding to reviews, and managing business widgets and listings.

Access the Reputation section from the sidebar.

Reporting

The Reporting section gives you detailed insights and analytics on your marketing campaigns and business activities. The tabs within this section include:

  • Custom Report: Create tailored reports to analyze specific metrics and KPIs that matter most to your business.
  • Google Ads & Facebook Ads: Monitor and analyze the performance of your advertising campaigns.
  • Attribution Report: Track lead conversion rates.
  • Call & Appointment Reports: Review call and appointment metrics.
  • Agent Report: Gain insights into the performance of your users.

Settings

The Settings section, at the bottom of the left menu, lets you configure and customise the platform. It's the central place for managing settings, enabling features, and tailoring the platform to your business needs.

Getting comfortable with the navigation is key to making the most of everything the platform offers. By familiarising yourself with the dashboard, sidebar, and the various sections, you can manage your business operations more efficiently and get more done.