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The left sidebar is organized by the work you do. Open Relationships for contacts and meeting material. Open Work for workflows and Tasks. Intelligence and the Assistant have their own entries when they are available.

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Switch workspace

Select the current workspace name near the top of the sidebar, then choose another workspace. Search, records, settings, and Assistant answers use the workspace you select. Check the workspace name before you create or import records. A record does not move automatically if it was added to the wrong workspace.

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Search the workspace

Open search from the sidebar or use the keyboard shortcut shown next to the search control. Enter at least two characters. Search can return the record types you are allowed to see:
  • companies and people;
  • briefings and summaries;
  • Deals and Tasks when Work is available.
Names, relevant text, and available tags can match. Select a result to open it.

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When something is missing

If an area does not appear, first confirm the active workspace. Then ask an administrator whether the feature is enabled for the workspace and whether your member access includes it.