Navigation Overview
SalesKey uses a collapsible sidebar for navigation. This guide helps you quickly understand where everything is.
The Sidebar
The left sidebar is your main navigation. It can be collapsed to give more screen space by clicking the collapse icon at the top.
| Section | What It's For |
|---|---|
| Dashboard | Overview of your key metrics, KPIs, and widgets |
| Inbox | Integrated email — send and receive emails inside SalesKey |
| Leads | Manage potential opportunities early in the sales process |
| Deals | Track active sales opportunities through your pipeline |
| Projects | Manage work deliverables, tasks, and project boards |
| Activities | Log and view calls, meetings, tasks, notes, and your calendar |
| Contacts | Your database of people and organizations |
| Timesheets | Track and manage time entries and hours |
| Reports | Analytics and performance reports |
| Settings | Configure the system, manage users, roles, and preferences |
Not all sections may be visible to you — your administrator controls access based on your role.
The Top Bar
The top bar provides quick access to several tools:
- Global Search — Search across contacts, deals, leads, projects, and activities. Click the search icon or press the keyboard shortcut to open it.
- Timer — If time tracking is enabled for your account, a timer icon lets you start/stop time entries from anywhere.
- Notifications — The bell icon shows your unread notifications count. Click to open the notification center.
- Profile Menu — Click your avatar in the bottom-left corner to access your profile settings, switch organizations, or log out.
Dark Mode
SalesKey supports dark mode. To toggle it:
- Click your profile avatar in the bottom-left corner.
- Toggle the dark mode switch.
Your preference is saved per user.
Sections That Require a Connected Email
The Inbox section is only available after you connect an email account (Gmail or Outlook). If you see a prompt to connect your email, go to Inbox and follow the connection steps. See Connecting an Email Account.
Permission-Based Navigation
Some sections may be hidden or read-only depending on your role:
- Only administrators can access full Settings.
- Some reports or dashboards may be restricted by role.
- Features like Leads, Deals, Projects, and Timesheets require specific seat types assigned by your administrator.
If a section you expect to see is missing, contact your administrator to verify your role and permissions.
Keyboard Shortcuts
SalesKey supports keyboard shortcuts for faster navigation. Hover over interactive elements to discover available shortcuts, or check your Settings for a full list.
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