Getting started
Turn on your apps
Activate modules from the Apps grid; they appear in the sidebar.
- 1Open the Apps grid from the home area of the app.
- 2Pick an app (e.g. CRM or Invoicing) and open it — it activates for your workspace.
- 3Active apps show in the left sidebar so you can jump between them.
The dashboard's "Your apps" panel shows every available app, which ones are active, and how many records each holds — a quick read on what your team is actually using.