What it does for you

Shows you what each item in the left-hand menu is for, so you can find things without hunting.

Steps

  1. Look at the menu down the left-hand side. It stays there on every page.
  2. Dashboard shows the headline numbers for your business.
  3. Conversations is your inbox for emails, texts and WhatsApp messages.
  4. Calendars holds your bookings and availability.
  5. Contacts is your list of people, and Opportunities is where deals move through your sales stages.
  6. Marketing covers emails and social posts, and Settings is where you connect email, phone, calendar and your team.
  7. Use the search at the top to jump straight to a contact or a setting.
  8. If a menu item is missing, you may not have that feature switched on yet, or your role may not include it. Ask us.

You'll know it worked when

  • You can open a contact, a conversation and a booking without help.
  • You know where to find Settings when you want to connect something.

Common snags

  • You cannot find something. Use the search at the top before you click through the menu.
  • Sales stages. Opportunities moves through stages, from a new enquiry to won or lost. Ask us to match the names to how you actually sell.
  • Your menu looks different from a colleague's. Menus depend on each person's role and the features on your plan.
  • The mobile app menu is shorter. Some settings only appear on a computer.

Go deeper

  • [Contacts on the Mobile App](/help/contacts-on-the-mobile-app)
  • [Dashboards on the Mobile App](/help/mobile-app-dashboards-on-the-mobile-app)