Complete platform training guide • ~85 minutes total
Command Palette
Full Platform Menu
Quick Action Bar
Close Anything
Click the ☰ icon in the top-left corner to open the full platform control menu. Every major function is organized into sections — Dashboard, Email, Campaigns, Leads, Operations, AI, Finance, Staff, and System. Click any item to navigate instantly.
Press ⌘K (Mac) or Ctrl+K (Windows) to open the command palette. Start typing any page name, action, or keyword — results appear instantly. Press Enter to navigate. This is the fastest way to move around the platform.
Below the top bar, you'll see quick action buttons for the most common tasks: New Email, New Lead, New Job, New Campaign, Upload Receipt, and Add Shift. One tap to start any action.
Move your mouse to the very top of the screen to reveal a hidden action bar with shortcuts to Email, Lead, Campaign, Search, and Settings. It auto-hides after 3 seconds.