Around the app

Unificar’s product app is the CRM at your team URL (locally http://localhost:3010). This docs site is separate.

New team? Start with the Team onboarding checklist. New to the vocabulary? See the Glossary.

Top bar (app shell)

When you are signed in you always see:

• Logo — team Dashboard (/)
• Main navigation — My Day, People, Inbox, Tasks, Calendar, Deals, Activity, Ponds, Reporting
• Search — find people quickly (/ focuses search)
• Notifications — unread badge; open the panel and mark all read
• Your avatar — account menu with Settings, Admin (admins only), Language (English / Español), and Sign out

On smaller screens, nav collapses into a menu grid with the same destinations.

Keyboard shortcuts

Press ? anytime for the help overlay.

| Keys | Goes to | |------|---------| | g then h | Dashboard | | g then d | My Day | | g then p | People | | g then i | Inbox | | g then t | Tasks | | g then c | Calendar | | g then e | Deals | | g then a | Activity | | g then r | Reporting | | g then n | Ponds | | / | Focus search | | ? | Show shortcuts |

Roles

• Agent — works people, tasks, inbox, calendar, deals, ponds (claim), and personal Settings
• Admin — everything agents can do, plus Admin from the avatar menu (team setup, lead flow, templates, import, API keys, …)