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    Understanding the Main Navigation

    Navigate confidently through COFFEE CRM and know exactly where to find the tools you need.

    For: All Users
    Time: 5 minutes

    Instructions

    1

    The Left Sidebar

    The left sidebar is your main control panel. It is divided into sections like Conversations, Calendars, Contacts, Opportunities, and Marketing.
    COFFEE CRM Left Sidebar Menu fully expanded
    The Left Sidebar: Access all core features including Conversations, Calendars, Contacts, Opportunities, Marketing, and Settings.
    2

    The Settings Menu

    At the very bottom of the left sidebar, you will find "Settings." This is where administrators configure the business, add users, and set up integrations.

    [SCREENSHOT NEEDED: Bottom left corner highlighting Settings]

    3

    Quick Actions

    Use the "+" icon at the top of the screen (or the lightning bolt icon) to quickly add a contact, book an appointment, or send a message without leaving your current page.

    [SCREENSHOT NEEDED: Top navigation bar highlighting Quick Actions]

    What Success Looks Like

    • You can locate the Conversations inbox.
    • You know where to find the Settings menu.

    Troubleshooting

    If Some menu items are missing:

    Your available options may differ based on your COFFEE CRM plan and user permissions. If you need access to a specific tool, ask your administrator.

    Last updated: 10/1/2026