Navigating the Interface

Navigating the Interface

Sidebar

The left sidebar is your primary navigation. It shows all the features available on your current plan. You can collapse it by clicking the toggle at the top to give yourself more workspace.

Breadcrumbs

At the top of every page, breadcrumbs show your current location and let you jump back to parent pages quickly.

Global Search

Press Ctrl+K (or Cmd+K on Mac) to open the command palette. Search for contacts, documents, forms, and more from anywhere in the app.

Account Switcher

If you belong to multiple agencies or subaccounts, use the account switcher in the sidebar header to move between them. Your current context is always shown at the top.