The left-hand menu is grouped into blocks so you find everything fast: Clients, Proposals, Library, Marketing and Account. Each person only sees what matches their role.
- 1Clients: Contacts (CRM), Opportunities, Tasks and Suppliers.
- 2Proposals: your proposals, Groups and Analytics.
- 3Library: a single entry that opens the Catalog, Templates, reusable Content and Media (images) in tabs.
- 4Marketing: link-in-bio, creatives, forms, QR… and Automations ⚡.
- 5Account: Team and Settings.
Consejo: «Library» brings together in one place (with tabs) everything you reuse: catalogs, templates, saved content blocks and your images.