A tour of the app

The sidebar has one entry per part of the business. You only see the entries your role can use, so a processor's sidebar is shorter than an owner's. An entry with a small lock belongs to a feature your plan does not include yet.

At the bottom of the sidebar is your account menu (your name and the organization). It has Profile, Organization settings, the Theme switch (light, dark or system) and Log out.

The New button at the top right creates a Lead, Deal, Merchant, Lender or Task from any page. Like the sidebar, it only offers what your role can create.

The search box next to it (Search leads, merchants, deals…, or ⌘K) is a placeholder for one global search: Coming soon. Until then, every list has its own search box, which is usually faster anyway because it searches only what you are looking at.

Leads, deals in table view, merchants, lenders, submissions, funded deals and the other lists all work the same way:

• Search the box at the top. On Leads it covers business, contact, phone and email; press / to jump into it.
• Filter with the dropdowns next to it (for example Status, Source and Rep on leads). Most take several values at once. Each filter you set shows as a chip under the toolbar; click its x to remove it.
• More filters on Leads adds state and a received-date range.
• Sort by clicking a column header.
• Select rows with the checkboxes to act on many at once. On leads the bar offers Assign, Status, Add to list and Delete, depending on your role: agents can change status, while assigning, lists and deleting are for owners and managers.

On a computer or tablet, the download icon at the end of a list's toolbar (Export CSV (current filters)) downloads the rows that match your current search and filters. On a phone the same option is an Export CSV button under the list. Exports need the export permission (owners, managers and agents), agents export only the records they can see, and every export is recorded with who ran it and the filters used. Reports and the commissions overview have their own Export CSV button.

Every page works on a phone. The sidebar becomes a menu behind the button at the top left, and the top bar keeps the search icon and a + button for the New menu. Tables turn into cards, and phone numbers are links you can tap to call.

• N on the leads list opens Quick add.
• / on the leads list jumps to search.
• C on a lead opens Log call.
• ⌘ or Ctrl + Enter saves a note in an activity timeline.