How to Navigate the Dashboard

Dashboard Overview

When you log in, you’ll see a clean, simple dashboard with direct access to:

  • Contacts — your full list
  • Add Contact — quick entry
  • Tags — your organizational system
  • Follow‑Ups — upcoming reminders
  • Account — your personal settings

Top Navigation The top bar gives you instant access to:

  • Home
  • Account
  • About / Features
  • Contact

Where to go next Try clicking Contacts to see your list, or Add Contact to begin building your CRM.