How it works

• Search - Access the universal search function to quickly find any record across People, Companies, Opportunities, or Products with instant results.

• Dalil AI - Interact with your built-in AI assistant that understands natural language queries and can automate tasks based on your workspace context.

• Notifications - View all your alerts for mentions, updates, and task activities in one centralized location with a red badge for unread items.

• Database sections - Navigate through People for contact management, Companies for organizational records, and Opportunities for deal tracking, each with their own customized views.

• Activity tools - Access your Inbox for email conversations, Tasks for to-do management, and Notes for documentation, all linked to your records.

• Pipelines - Visualize workflows with pre-configured templates like Sales Team, Lead Qualification, and Sales, tracking records through structured stages.

• Workspace switching - Click your workspace name in the top-left to switch between multiple workspaces or access workspace and account settings.

Tips

• Star important records to add them to your Favorites in the sidebar

• Open multiple browser tabs with different views for efficient multitasking 

• The sidebar remembers your last opened section between sessions

FAQ

Q: How do I switch between multiple workspaces? 

A: Click your workspace name in the top-left corner to see and switch between all your workspaces.

Q: Can I customize what appears in my sidebar? 

A: Currently, the sidebar structure is fixed, but you can use favorites to quickly access important records.

Q: What's the difference between account and workspace settings? 

A: Account settings are personal (profile, security), while workspace settings affect all members (branding, permissions).