Navigating the System

Overview

The system is designed with clear sections and intuitive menus to help you quickly access features. Understanding the layout helps you save time and stay organized.

Navigating the System: Video

Main Navigation Areas

Dashboard

• Your home base for an overview of activities.
• See new leads, tasks, birthdays, and campaign performance.

Contacts

• View your entire contact database.
• Access Contact List for bulk editing and searching.
• Open Contact Cards for full details, notes, appointments, and history.

ClientTouch / Group Actions

• Build groups of contacts for batch actions.
• Send emails, apply tags, update categories, or export.

Email Marketing

• Design, send, and track email campaigns.
• Use templates, drip campaigns, and autoresponders.

Marketing Automation

• Automate repetitive tasks.
• Build workflows with conditional logic.
• Manage landing pages and pop-up forms.

Deals / Pipeline

• Visualize your sales pipeline.
• Track deals through stages.
• Add notes, tasks, and reminders to deals.

Calendar

• Schedule and view appointments.
• See upcoming tasks and get daily reminders.
• Link appointments to contact records.

Settings

• Customize account preferences.
• Manage users, categories, tags, and custom fields.
• Set up integrations and advanced features.

Tips for Easy Navigation

• Use the Main Menu on the left or top to switch between areas.
• Click Tabs within pages for related details.
• Use Search for quick access to contacts or deals.
• Access Help or Support Links from any page.

Navigating the System: Questions and Answers

Q: Is the system accessible on mobile devices?

A: Yes. You can use the system on any internet-connected device, including smartphones and tablets.

Q: Can I customize the dashboard?

A: Yes. You can choose which widgets and summaries appear on your dashboard.

Q: Can I rearrange tabs on the Contact Card?

A: Yes. Use Customize this Screen on the Contact Card to reorder tabs or hide unused ones.

Q: How do I find a specific contact quickly?

A: Use the global Search bar to search by name, email, phone, or other details.

Q: Can I view activity history for a contact?

A: Yes. Open the Contact Card and use the tabs to see notes, emails, tasks, and more.

Q: How do I get notified about new leads?

A: Set up email and text notifications in your account settings or workflows.

Q: Can I see my sales pipeline in a visual format?

A: Yes. Use the Boards or Deals by Stage section to view a Kanban-style pipeline with stages.

Q: Is there help available if I get stuck?

A: Yes. Use the built-in Help links, review detailed articles, or contact Support.

Q: Can multiple team members access the same account?

A: Yes. The system supports multiple users with role-based permissions.

Q: Can I integrate with other software?

A: Yes. The system offers integrations with other software via standard integrations or Zapier.

Video Transcript

Finding your way around the system is easy. Let’s start here from the dashboard.

The dashboard is like a quick summary of all the things happening in your database.

To find your contacts you can either use the Sticky Rolodex… Or you can search for a contact up here.

With our easy navigation, you can jump from one part of the system to another. Like this.

You can find whatever you are looking for just by hovering over these main menu items.

Here, under contacts will be everything about the contacts.

Under automation, you will find all the functions that can be automated, and so on…

Settings is an important part of the system, especially when you are configuring the system for the first time.

Here you will decide what to name your categories, tags and custom fields. This is also the place where you will build your email and SMS templates.

Account Settings can be found here where you can make changes to your overall account.

Finally, you will see this help icon at the bottom right of each page. This serves two purposes.

1. Under Answers you will find articles and videos with information about the page you are on. You can also search the entire help system by typing a keyword here.

2. You can also request help from our support staff by clicking Ask. You should expect a response to your specific question in a few hours.