Understand the layout

The Sidebar is your main entry point to all core data and actions. It includes:

• People – View and manage individual contacts and their details

• Companies – Access company records linked to people and opportunities

• Opportunities – Track deals and pipeline stages

• Notes – Store and reference important information

• Inbox & Tasks – Stay on top of communication and to-dos

• Pipelines – Visualize and manage your business processes
  
  

The Top Navbar provides global utilities and workspace-wide tools:

• Search bar – Perform universal searches across your entire workspace

• Notifications icon – See alerts related to your records, mentions, and changes

• Workspace dropdown – Switch between workspaces or open account settings

How it helps

The layout is designed for efficiency:

• The sidebar keeps your most-used tools in one place

• Global search allows fast navigation across large datasets

• The navbar gives you immediate awareness of activity and access to customization settings
  
  

Tips

•  Star your most important records so they stay pinned to your sidebar for quick access

•  Use multiple tabs if you’re working across different pipelines or teams

•  The sidebar remembers the last section you used, so you can jump back into your flow
  
  

Note: While sidebar customization isn’t available yet, this feature is already on Dalil’s product roadmap.