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5 min readBasicAgentManagerAdmin

Getting around: the menu, top bar and phone

What's in the main menu, what each item does, and how to find your way on a phone.

The whole system is built around one menu at the side of the screen. Five minutes here and you'll know where everything is.

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Steps

  1. 01

    The main menu

    The dark menu sits on the left in English (on the right in Hebrew). What you see depends on your role:

    • Management dashboard — the whole sales picture (managers).
    • Leads — your leads. Most of the day happens here.
    • My schedule — your meetings. An orange number = meetings left today.
    • Sales Booster — a performance coach: what to do now and how you track against goals.
    • Tasks — everything to do, organised by time.
    • Guides — where you are now.
    You should see: The current page is highlighted in blue.
  2. 02

    Extra items for managers

    Managers and admins also see:

    • Campaigns — lead sources and how they're distributed.
    • Outreach — bulk email, WhatsApp or SMS.
    • YouTube comments — channel comments that become leads.
    • Lead sources — connect forms, Facebook, WhatsApp and more.
    • Under "Reports & insights": Reports, Commissions and ad reports (Google/Meta Ads).
    Tip: The small arrow by the logo collapses the menu to icons. Hover an icon to see its name.
  3. 03

    The top bar: help and search

    Top bar›How does this work?

    Every page has a strip at the top with:

    • How does this work? — a short tour of the page you're on.
    • Your company name and logo.
    • Search the whole system... — finds leads, tasks and notes. Shortcut: Ctrl+Shift+K.
  4. 04

    On a phone: the menu button

    On phones and tablets the menu is hidden. Tap the three-line Open menu button at the top. A tray slides up with big tiles for each area, and your profile and Log out at the bottom.

    Tip: Close the tray by tapping outside it or the X.
  5. 05

    Your profile, and the glowing orb

    Your photo and name sit at the bottom of the menu — click to open Personal settings (password, language, theme, phone alerts).
    Managers also see a glowing orb in the bottom corner — that's the Control panel: users, teams, statuses and company settings. Drag it aside if it's in the way.

    Note: The "Control panel" orb is the company settings area — it is not the Management dashboard.

Questions

I don't see an item my colleague sees.

The menu follows your role. For example, reps don't see the Management dashboard or Campaigns. Need access? Ask your company admin.

Where do I change language or switch to dark mode?

Your photo at the bottom of the menu → Personal settings → Preferences. Remember to click Save preferences.

Where are notifications? There's no bell.

Right — there's no notification centre. New leads pop up in the corner, and you can turn on phone alerts. See Phone & desktop alerts.