Understanding the Interface
Learn how to navigate Expedify's interface efficiently.
Main Navigation
The left sidebar contains your main navigation:
| Section | What's Inside |
|---|---|
| Home | Dashboard, quick actions, recent activity |
| Customers | CRM - Contacts, companies, deals, tasks |
| Channel | Campaigns, templates, segments, inbox |
| Automation | Workflows, knowledge bases, AI tools |
| Analytics | Dashboards, queries, charts |
| Settings | Account, integrations, team |
Layout Structure
Sidebar (Left)
- Main navigation sections
- Expandable sub-menus
- Collapse/expand toggle
Top Bar
- Search functionality
- Notifications
- User profile menu
- Quick settings
Main Content Area
- Page-specific content
- Tables, forms, builders
- Detail panels
Key Interface Patterns
List Views
Most modules have list views with:
- Search and filters
- Column customization
- Bulk actions
- Pagination
Detail Panels
Click on any record to open a detail panel with:
- Full record information
- Related records
- Activity timeline
- Action buttons
Modals
Forms and wizards open in modals for:
- Creating new records
- Editing details
- Configuration
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Cmd/Ctrl + K | Global search |
Cmd/Ctrl + N | New record |
Esc | Close modal/panel |
Dark Mode
Toggle dark mode from:
- User profile menu > Theme
- Settings > My Account > Theme
Next Steps
Continue with Your First Contact.