Start your day on Home#
Home is a personal to-do view, not a company dashboard. It brings together tasks due today, fulfillment steps assigned to you, and your connected calendar for the selected day.
Complete a task directly from its row. Expand a meeting to see the participants and follow a linked contact. Use Reports when you want to look at business-wide numbers instead.
Use the sidebar as your map#
- Tasks and Notes keep next actions and written context close at hand.
- Courses holds internal training; Reports helps you explore your records.
- Workflows and Sequences handle different kinds of repeatable work.
- Pipeline expands into Contacts and Deals.
- Fulfillment is where you track delivery work.
- Views appears when your workspace has saved views.
Contracts may appear in the sidebar, but it is not an available feature. A visible label is not always a working destination.
Jump with Quick actions#
Choose Quick actions or press ⌘ K on Mac / Ctrl K on Windows. Search contacts and deals by name, company, or email, jump to a page, or start a new contact or deal.
Use the arrow keys to move through results, Enter to choose one, and Esc to close. Settings pages are searchable here too.
Go from a list to a record#
Open a contact row or deal card to see its full record. The record brings its details, related work, notes, tasks, and activity together. Linked contacts and deals let you move between the person and the opportunity without searching again.
Record pages have their own URLs, so you can bookmark them or share a link with a teammate who has access. Sharing a URL does not grant someone permission to view your workspace.
Know where settings live#
Open the company-name menu to reach Settings. Personal settings cover your profile, appearance, connected accounts, and notifications. Workspace settings cover the team and company configuration. Some controls are read-only for members; see Workspace & members.