When you sign in, the left menu is your map and the main area shows whatever you've selected. Let's walk through the highlights.
Start with Daily
Daily is your morning brief. It greets you, shows the day's plan, and lines up the people and deals worth your attention — so you always know where to begin. It's pinned to the top of the left menu for one-click access.
Then check your Work feed
The Work feed is a running stream of ready-to-action suggestions — drafted replies, follow-ups, and "this needs you" prompts. Approve, edit, or skip each one. It's the fastest way to clear meaningful work without starting from a blank page.
Find everything in the left menu
The menu groups your tools into simple sections so nothing is more than a click away:
| Section | What you'll find |
|---|---|
| Workspace | Emails (Inbox, Sent, Flagged, Archive, Trash), Tasks, Calendar, Notes, Files |
| Sales | Contacts, Accounts, Opportunities, Network, Prospecting |
| AI & comms | Chat, Messaging, Rooms & calls |
| Dashboards | Canvases, Whiteboard |
At the very bottom, Settings is where you connect your inbox, manage your team, and tune your preferences.
Ask the AI anything
Open Chat from the AI & comms section to ask questions in plain English about any account, contact, or deal. You can also collapse or open the chat panel on the right while you work, so help is always one click away.
Tip
Press Cmd-K (or Ctrl-K) anywhere to open quick search and jump to any page, contact, or account in seconds.
Where should I start each day?
Open Daily for your brief, then work through the Work feed to clear the highest-value actions.
How do I find a specific contact or account fast?
Press Cmd-K (or Ctrl-K) anywhere to open quick search, then type a name like Brightwave or Maria Santos to jump straight there.
Can I make the menu smaller?
Yes. Use the collapse button at the top of the left menu to switch to a slim, icon-only rail and give yourself more room.
Where do I connect my inbox or change settings?
Settings sits at the very bottom of the left menu — that's where you connect email, manage your team, and tune your preferences.
How do I get back to the assistant quickly?
Open Chat from the left menu, or use the chat panel on the right side of any page.