Menu and inbox

A calm sidebar — 8 main pages, Records, More; pinning and ordering pages (Settings › Menu); one inbox for notifications, comments and approvals; Reports and Automation tabs.

The sidebar starts with the pages you use every day; everything else is one click away. No page was removed — only moved.

Main menu

Default order: Today · Actions · Notes · Emails · Calls · Calendar · Reports · Automation. Pages outside your plan or permissions don't show.

• Reports is a single entry: tabs at the top switch between Dashboard · Pipeline · Forecast · Dashboards · Reports. Whichever you open, Reports stays selected in the sidebar.
• Automation is Workflows · Email sequences for admins and email sequences for sales users.
• More opens the pages you have hidden (Canvases, Dashboards, Comments, Approvals …). Its open / closed state is remembered in your browser.
• To move a page from More to the main menu, hover it and click the pin on the right; hide a main-menu page in Settings › Menu.

Records

Companies · People · Opportunities and your custom objects (e.g. Production lines). Offers, Orders, Contracts, Visits, Trials, Support and Fair leads sit under N more record types; use the pin to bring them forward. Your lists have their own section.

Settings › Menu

Settings → Menu (Personal) shows two lists: Main menu and Records. Drag rows by the handle (touch too; ↑ ↓ on the keyboard with the handle focused), show or hide them with the switch, then Save. Reset to default restores the order. The setting is personal — your teammates' menus don't change.

Inbox

The inbox button next to search collects notifications, comment threads addressed to you and requests waiting for your approval; the badge is unread notifications + open mentions + pending approvals. Tabs at the top: Notifications · Comments · Approvals. Each notification shows its kind (mention, task, approval, win …) and time; unread ones are bold.

Look

The sidebar is light grey with a thin divider and the page is white; icons are monochrome — colour stays only on record icons (company, person, opportunity …) and the primary button. Same layout in dark mode. Theme and accent colour are in Settings → Appearance.