Navigating the App

Sidebar

The sidebar on the left is your main navigation. It’s always visible on desktop and collapses to a hamburger menu on mobile.

Sections

• Dashboard — key metrics, recent activity, upcoming tasks
• Deals — sales pipeline with drag-and-drop stages
• Contacts — client and lead database
• Tasks — to-do list with priorities and due dates
• Reminders — scheduled alerts for follow-ups
• Calendar — visual calendar view of bookings
• Bookings — appointment management
• Invoices — create and track invoices
• Recurring — automated recurring invoices
• Analytics — traffic and engagement data
• Reports — revenue, aging, conversion, and utilization reports

Admin sections (admin users only)

• Team — manage users and roles
• Audit Log — see who changed what and when
• Settings — company profile, email, billing, and more

Roles

There are three roles in intrebit CRM:

Role	Can view data	Can create/edit/delete	Can manage settings & users
Viewer	Yes	No	No
Manager	Yes	Yes	No
Admin	Yes	Yes	Yes

Search

Every list page has a search bar. Type to filter results instantly. For contacts, search works server-side so it finds matches across all pages.

Notifications

Click the bell icon at the bottom of the sidebar to see notifications. You’ll be notified about:

• Tasks assigned to you
• Upcoming task due dates
• Deals won
• Overdue invoices
• Payments received
• New contacts created

Manage what you receive in Settings > Notifications.

Mobile

On screens smaller than 768px, the sidebar collapses. Tap the hamburger menu (top left) to open it as a slide-in overlay.