Learn the sidebar layout, global search, keyboard shortcuts, and theme options
The sidebar is organized into six labeled groups. Items appear under the group they belong to, and groups always render in the same order from top to bottom:
Your daily working surfaces, scheduling, AI and automation, and the revenue documents:
A single Marketing entry opens a hub with two tabs:
On desktop, click the collapse button at the bottom of the sidebar to switch between the full expanded view and a compact icon-only view. The collapsed state is remembered across sessions. On mobile devices, the sidebar is hidden by default — tap the hamburger menu icon in the top-left corner of the top bar to open it as an overlay. Tap anywhere outside the sidebar or select a menu item to close it.
You can reorder the items in your sidebar to put your most-used sections first. On desktop, click Customize nav at the bottom of the sidebar to enter reorder mode, then drag items into the order you prefer. Items can be reordered within their group — for example, moving People above Companies inside the Customers group — but they stay in their own group. Click Done when you are finished.
Your custom order is saved to your account, so it follows you across devices and does not affect your teammates. To go back to the standard layout, open Customize nav again and click Reset to default.
The top bar provides quick access to search, notifications, and your profile.
The left side of the top bar displays the current page title so you always know where you are in the CRM.
A search button sits in the center of the top bar. Click it or press ⌘+K on Mac (Ctrl+K on Windows/Linux) to open the global search dialog. See the Global Search section below for details.
The bell icon shows a badge when you have unread notifications. Click it to open the notifications dropdown with four tabs (All, Unread, Mentions, Assigned), per-row snooze (1 hour, 4 hours, Tomorrow), archive, and a View all notifications → link to the full Notifications Inboxat /notifications. The inbox adds search, filters, bulk actions, custom snooze, and keyboard navigation — jump to it from anywhere with G then I.
Activity reminders appear as toast notifications when a scheduled reminder time arrives. These are triggered for activities where you set a reminder date, keeping you on top of follow-ups and meetings without needing to check the calendar.
Your profile avatar appears on the right side of the top bar. Click it to open the profile menu with links to your settings, the admin panel (visible to users with admin permissions only), and a sign-out option.
Find any record instantly across your entire CRM.
Press ⌘+K on Mac or Ctrl+K on Windows/Linux to open the global search dialog. You can also click the search pill in the top bar.
Start typing to search across companies, people, and opportunities simultaneously. Results appear as you type, grouped by entity type. Click a result or use the arrow keys and press Enter to navigate directly to that record.
Press Esc or click outside the dialog to close it without navigating.
Switch between light and dark appearances.
The theme toggle button in the top bar cycles through three modes on each click:
Your theme preference is saved locally and persists across sessions.
Stay secure with automatic session management.
For security, your session will expire after a period of inactivity. When your session is about to expire, a warning dialog appears giving you the option to extend your session with a single click. If you do not respond, you will be automatically logged out and redirected to the sign-in page.
Any unsaved changes in open forms are preserved in your browser so you can resume after signing back in.
Click your profile avatar in the top-right corner to open the profile menu. The menu includes: