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Finding your way around Vetta
A guided tour of Vetta's navigation. The sidebar runs in working order: workspace switcher, Notifications, then daily items (Duplicates, Pulse, Inbox, Calendar), Lead generation, CRM entities, Automation, Pipelines, and at the bottom Resources and Settings, with sections you can collapse. Above every page the top bar holds open tabs, search, credits and Ask Vetta. Use it when someone is new and cannot find where something lives.
Transcript
Alex opens Vetta on Monday morning, and two pieces of navigation stay with him on every page: the sidebar on the left and the top bar above the page. The sidebar runs in the order he works. At the top, the workspace switcher shows which workspace he's in, and Notifications shows what needs his attention. Then come the places he checks every day: Duplicates, Pulse, Inbox and Calendar. Lead generation holds his agents and the leads they find. CRM entities is where his people, companies, deals and tasks live. Automation holds his workflows and sequences, and Pipelines turns every process he runs into a board. At the bottom, Resources is help, and Settings is everything he configures, and he can collapse any section with the arrow next to its name. Above every page sit his open tabs, the search, his credits and Ask Vetta, so wherever he is, he knows where everything lives.
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