Around the app

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

Top bar (app shell)

When you are signed in you always see:

• Main navigation — My Day, People, Inbox, Tasks, Calendar, Deals, Activity, Ponds, Reporting, Settings, and Admin (admins only)
• Search — find people quickly (/ focuses search)
• Notifications — unread badge; open the panel and mark all read
• Language — English or Español
• Your avatar — 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 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), settings
• Admin — everything agents can do, plus Admin (team setup, lead flow, templates, import, API keys, …)