Finding your way around

The menu down the left side (along the top on a phone) has everything:

• Alerts - the bell: new website leads, replies and anyone new who writes in. See Alerts and the bell.
• Today - your front page: who needs an answer, who is waiting on you, what is due, and how your emails did.
• Inbox - every email to your CRM address, as conversations you answer and close. See Answering email.
• Contacts - everyone you work with, with filters and saved lists. See Contacts, filters and lists.
• Tasks - everything to do, grouped by when. See Tasks.
• Texts - text conversations. It appears once texting is connected. See Texting from your CRM.
• Flows - follow-ups that run on their own. See Automatic follow-ups.

At the bottom are Help (this help center), Billing and Sign out.

Under the inbox menu is a line of settings: Macros · Boxes · Team · Sending · How it went · API. Each has its own guide here.

Want to look around without touching your own data? The demo is a full CRM filled with made-up people. Nothing in it is sent, and Start it fresh puts it back how it began.