Navigation
Learn how to navigate the Aellysa platform efficiently.
Sidebar Navigation
The main sidebar contains all primary dashboards:
| Dashboard | Shortcut | Description |
|---|---|---|
| Focus Area | ⌘1 | Daily priorities |
| Pipeline | ⌘2 | Deal management |
| Insights | ⌘3 | Business intelligence |
| Deal Rescue | ⌘4 | At-risk deals |
| Workspace | ⌘5 | Documents & proposals |
| Calls | ⌘6 | Call tracking |
| Inbox | ⌘7 | Email management |
| Calendar | ⌘8 | Scheduling |
Top Bar
- Search — Quick search with
⌘K - Notifications — Bell icon shows new activities
- Theme Toggle — Switch between light/dark mode
- Profile — Settings and sign out
Global Search
Press ⌘K to open the global search:
- Search across all entities (deals, contacts, accounts)
- Quick navigation to any page
- Recent items for fast access
Sub-Dashboards
Some dashboards have tabs for sub-sections:
Pipeline Tabs
- Pipeline — Deal table view
- Leads — Kanban-style lead board
- Engagement — Behavior tracking
- Account Mapping — Stakeholder visualization
- Partner Mapping — Partner relationships
Workspace Tabs
- Workspace — Templates & documents
- Smart Updates — AI-generated CRM updates
- Proposals — Create & manage proposals
- Products — Product catalog
- Deal Room — Collaborative space
Mobile Navigation
On mobile devices:
- Tap the menu icon to open navigation
- Swipe right to open sidebar
- Swipe left to close sidebar