Left Panel

The upper left panel is your main navigation. It stays visible throughout the app.

What's in the left panel:

• Home (house icon) — your meetings in ascending order by earliest date and time.

• Accounts (board icon) — all your saved accounts.

• Studio (artist’s palette icon) — access to artifact generation.
  

• Unassigned Meetings (handshake icon) — unassigned meetings will appear here for you to link to an account

To open an account:

1. Find desired account in Accounts list (scroll or use search).

2. Click the account name.

3. The account page opens with tabs across the top from “Snapshot” through “Meetings”.

To open Studio:

1. Click the Studio icon in the left panel.

2. A blank canvas appears. 

3. Click on the Artifacts cube icon in the right panel (see below)

   

   1. Your Artifacts takes you to everything you've created in Sales Studio

   2. Templates has a list of pre-set templates to choose from

   3. Custom Templates has the list of templates you've created