Finding a Feature in the Admin
The sidebar groups tools by the job they help you do. Some items only appear for managers or when the related app is available.
Where to find it: the left admin sidebar
What to do
- Use Pipeline for contacts, activities, tasks, appointments, transactions, and CMA work.
- Use Communications for campaigns, sent email, Inbox, and calling.
- Use Marketing for forms, worksheets, automations, and Zapier.
- Use Insights for live activity, analytics, and market reporting.
- Use Content and SEO for your public site material and search visibility.
- Use Settings & Tools for account setup, apps, themes, billing, and Help.
Good to know
- You can also ask Help “Where do I…” and describe the result you want.
- If another team member can see an item that you cannot, compare roles and app access.
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