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3 min readBasicManagerAdmin

"Control panel" — the company admin area

Where users, teams, statuses, routing, notifications and company settings are managed.
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Steps

  1. 01

    Open it

    Click the glowing orb in the bottom corner (Control panel). Ctrl+K inside opens a quick settings search.

    Tip: Control panel ≠ Management dashboard. Orb = settings; dashboard = data.
  2. 02

    What's inside

    • Home — setup progress and what needs attention.
    • People: Users · Teams.
    • Leads: Leads (bulk import & edit) · Campaigns · Lead routing · Lead sources.
    • Communication: Email · Notifications · Messaging channels · Booking.
    • Company: Company settings.
    • History: Activity · Deleted items.
    You should see: Each person sees only the tabs their role allows.