Where do I find each feature in the sidebar?
A quick map of the left sidebar so you know where everything lives.
The sidebar is grouped into a few sections.
CRM essentials: Contacts (people you sell to), Opportunities (active deals), Projects (work that's been won and is being delivered), Tasks (to-dos), Calendar (events and scheduling).
Money: Estimates, Invoices, Bills (what you owe to vendors), Expenses, Products (your catalog).
Communications: Messages (texts), Email inbox, Notifications.
Tools: Custom Fields, Templates, Signatures, Company Documents, Map.
Settings live behind the cog icon, and your personal account behind your avatar. Anything you don't see may be hidden by your role's permissions; an Admin can grant access from Settings → Roles.
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More in Getting started
How do I invite my team?
Send invites and assign roles from Settings → Team.
What should I do in my first week?
A five-step path from sign-up to your first closed deal.
How do I customize my dashboard?
Add, remove, and rearrange widgets so the dashboard shows what matters to you.
How do I set up text messaging for my workspace?
Get a dedicated workspace number so you and your team can text contacts from inside Coastline.