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DocsNavigating the CRM
Learn the sidebar layout, global search, keyboard shortcuts, and theme options
The sidebar groups related pages into clusters, separated by thin dividers. Here is the layout Laureo ships with, from top to bottom. It is a starting point, not a fixed structure: you can reorder the groups and move any link into any group — see Customize Your Menu below. Group names are shown while you are customizing, and on the More sheet on phones.
Overview
- Home — Dashboard with stats, charts, and recent activity
Daily
- Email: Your email inbox, with CRM context and AI features
- My Work: Your prioritized tasks and follow-ups
- Team Chat: Internal messaging with your team
- Notifications: The full notifications inbox
AI & Automation
The assistant and everything that runs work for you:
- Laureo AI — The AI assistant
- Automations — Automation rules with triggers, conditions, and actions
- Agents — AI agents that work in the background, plus the queue of actions they have proposed for your approval. Agents is in Beta, and the sidebar row is tagged to say so
Customers
- Companies — Organization records and company details
- People — Individual contacts linked to companies
- Deals — Sales opportunities with values and close dates (includes the Pipeline board view)
Work
Scheduling and delivery:
- Calendar — Schedule activities, meetings, and follow-ups
- Scheduler — Bookable meeting links and availability
- Recordings — Your meeting recordings and transcripts, with unlinked ones flagged so you can attach them to a record
- Projects — Project management with stages and task boards
Marketing
A single Marketing entry opens a hub with two tabs:
- Campaigns — Send bulk marketing email to your contact groups
- Cold Outreach — Cold-outbound prospecting sequences (an Ultra-only module)
Sales & Billing
The money side of the CRM, in lifecycle order. In the desktop sidebar this one is a single collapsible row: click it to expand the list, and it opens on its own whenever you are already on one of its pages. The number on the row counts the rows inside it that you can see. On phones the More sheet lists these as a flat group instead.
- Products — Product catalog with pricing and descriptions
- Quotes — Sales quotes with line items and approval workflows
- Invoices — Invoice creation, sending, and payment tracking
- Recurring — Repeating invoice schedules and retainers
- Collections — Who owes you, with chase sequences for overdue invoices
- Credit Notes — Credits issued back against an invoice
- Inventory — Stock levels for physical products
- Purchase Orders — Inbound orders you place with suppliers
- Sales Orders — Outbound orders waiting to be fulfilled
- Trust & Escrow — Client funds held on trust and their disbursements (admin roles only, by default)
- Money Approvals — The approval inbox for large refunds and trust disbursements, for roles that can approve them
- Analytics and Disputes — The two Payments pages: payment analytics, and card disputes. They appear as two separate rows inside this group; drag Payments out into another group and it becomes one Payments row instead
Inventory, Purchase Orders and Sales Orders are for businesses that ship physical things, so they stay hidden until your catalog has at least one product marked as a physical good.
Insights & Support
- Reports — Analytics dashboards and custom report builder
- Goals — Sales targets, quotas, and progress tracking, plus the team leaderboard as a second mode for roles that can see it
- Service — The unified support hub: the ticket Inbox, knowledge base, customer feedback (CSAT/NPS/CES), and a service overview, all on one customer record
Sidebar Collapse & Mobile
On desktop, click the chevron next to the Laureo logo at the top of the sidebar to switch between the full expanded view and a compact icon-only rail. The collapsed state is remembered across sessions. On phones and tablets the sidebar is replaced entirely by the bottom navigation bar: five destinations sit on the bar, and More opens a sheet with the rest of the menu, listed under its group names. Tap outside the sheet or pick a destination to close it. Those five tabs are yours to choose: tap Customize navigation in the More sheet, or see Mobile Navigation Bar.
Customize Your Menu
On desktop, click your profile card at the bottom of the sidebar and choose Customize navigation. The menu turns into a drag surface where you can:
- Reorder whole sections — drag a section by the handle next to its name to move Sales & Billing above Customers, and so on.
- Move a link anywhere — drag a link by the handle to a new spot in its own section (People above Companies inside Customers), or drop it into a different section entirely: pull Calendar out of Work and up next to Home, and only Calendar moves. A link keeps whatever permissions it already had, so moving it never changes who can open the page.
- Hide a section — click the eye icon next to its name. Hiding only removes it from this menu: the pages stay live, and search still finds them.
- Hide a single link — every link has its own eye icon, so you can clear away just the ones you never use without hiding the whole section around them. A hidden link stays listed here with its name crossed out, so you can always click its eye again to bring it back. Like hiding a section, this only changes your own menu: the page stays live, search still finds it, and nothing about who can open it changes.
- Start a section expanded — sections that collapse, such as Sales & Billing, get a Start expanded switch, so a section you live in is already open every time you load the app.
Click Done when you are finished. Your setup is saved to your account, so it follows you across devices and does not affect your teammates. Once you have changed anything, a Reset button appears next to Done that puts every section, link, and option back to the standard layout.
If the standard layout changes. We sometimes move a link into a different group as the product grows. When that happens to a link you had moved yourself, a small dot appears on your profile card, and opening Customize navigation shows one line saying that some menu items moved in the default layout, with two answers. Use the new layout takes the new placement for just those links and leaves the rest of your setup alone. Keep mine keeps your own placement. Either answer clears the message until the next change. If we move a link you never moved yourself, it simply follows the new layout and you are not asked about it.
Page Title
The left side of the top bar displays the current page title so you always know where you are in the CRM.
Search Pill
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.
Notification Bell
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.
Reminder Notifications
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.
Profile Avatar
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.
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.
The theme toggle button in the top bar cycles through three modes on each click:
- Light — Always uses the light color scheme
- Dark — Always uses the dark color scheme
- System — Automatically follows your operating system's preference and updates in real time if you change your OS setting
Your theme preference is saved locally and persists across sessions.
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.
Open the profile menu from your avatar in the top-right corner, or from your profile card at the bottom of the sidebar. The menu includes:
- Finish setup — Shown only until you complete or dismiss onboarding, with your progress percentage
- Account Settings — Opens your personal settings page where you can update your profile, email signature, notification preferences, and security options
- Customize navigation — Move any link into any section, reorder sections, hide a section or an individual link, and choose which sections start expanded. Opens from the sidebar profile card on desktop
- Admin Panel — Visible only to users whose role includes admin permissions (e.g., User Management). Provides access to user management, organization configuration, pipelines, custom fields, and integrations
- Help & Docs — Opens this help center
- Contact Support — Sends you straight to the support form to raise a ticket with our team
- Keyboard Shortcuts — The full shortcut reference
- Theme — Switches between light, dark, and matching your system setting
- Sign Out — Ends your current session and returns you to the sign-in page