Find your way around your workspace

Your clients and the work you do for them sit at the top: the Pipeline for deals, People for every contact, the Inbox for conversations, the Scheduler for your calendar, and Tasks. Below that, the menu groups the rest of the business: the files you send clients, your team, your money, and your company tools such as Sites, Marketing and Automations.

You only see the areas your plan includes and your role allows. If a teammate cannot find something you can see, an owner or admin can open it for them from the Team settings.