Find your way around
The left menu, the top bar, search and the Create button.
Every page in TicAte CRM has the same frame: the menu on the left and a bar along the top. Once you know these two, you can reach anything in a couple of clicks.
The menu on the left
The menu lists every part of the CRM, in groups:
- Dashboard and Analytics at the top.
- CRM: Leads, Contacts, Companies, Deals, Products & services, Estimates, Invoices, Activities, Calendar, Automations, CRM forms, Lead sources, Contact center, Webmail, WhatsApp and more.
- Agents: Guardian, which reminds people about leads and deals nobody has touched.
- Apps, People (Messenger, Org chart, My dashboard) and Work (My Tasks, Approvals, Projects, Drive).
- Settings and Recycle bin at the bottom.
What you see depends on your role. Some entries, such as Analytics, Marketing or Ledger, appear only for people allowed to use them.
The bar along the top
From left to right:
- Search records and pages… finds leads, deals, contacts, companies and more, and also takes you to pages such as Settings. Press ⌘K (Mac) or Ctrl+K (Windows) to open it from anywhere.
- Create opens a new Lead, Deal, Contact, Company or Task, or a record of any module your workspace added.
- A red chip such as 2 due today appears when you have tasks due today or overdue. Click it to open your tasks.
- The messenger icon, the workspace clock, My plan, notifications and appearance (light or dark look).
- The apps grid, to switch to another TicAte app.
- Your picture, which opens your profile menu.
Create something new
Click Create and pick what to add. The full form for that record opens. Each list page also has its own + New button, for example + New lead on Leads.
Search
Type a name, phone number, email or a page name. Results are grouped: pages under Go to, then records by type. Use the arrow keys and Enter to open one, or click it.