Home Workspace Overview Navigating the Sidebar Menus

Navigating the Sidebar Menus

Last updated on Nov 15, 2024

Your sidebar is the gateway to all key features in Revwit, designed for quick and easy access. Here’s what you’ll find:

  • Quick Actions: Perform tasks like adding new contacts, companies, or deals with just a few clicks.

  • Search: Instantly locate people, companies, or deals across your workspace.

  • Tasks: Stay on top of your to-dos by tracking and managing them in one place.

  • Notes: Keep important information handy by adding notes to your contacts, companies, or deals.

  • Emails: View and manage all email interactions with your leads and clients directly within Revwit.

  • Forms: Access forms to capture and organize lead information effortlessly.

The sidebar keeps everything you need at your fingertips, helping you work smarter and faster.