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The left sidebar is how you get around Salesfinity. Pages are grouped by the job you are doing: calling, outreach, records, Ari and insights. You can search for anything with one shortcut, pin the pages and records you open every day, and hide what you don’t use. You only see what your plan and your team allow. If a page in this guide is missing from your sidebar, your seat or your team does not include it yet.

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What lives where

From top to bottom, the sidebar shows your team name and notifications, then Search or jump to… and Ask Ari, then your pins, then the groups below. Settings, Help & support and your account menu sit at the bottom. A number next to a page means something is waiting for you, such as unread replies in Inbox, open tasks in My tasks, today’s follow-ups in Nurture AI, or approvals and questions in Routines. Analytics opens its own pages under it while you are there: Activity Report, Call history, Scorecards, Connect Rate, List Performance, Battlecards, SDR Profile, SDR Benchmarking and Breakdown. Click the arrow next to Analytics to open or close that list.
Inbox, My tasks, Sequences and Goals are part of the Sequencer, which is in early access. People and Accounts also show only for teams that have them turned on. See Sequencer overview.
Press Cmd+K on a Mac or Ctrl+K on Windows, or click Search or jump to… at the top of the sidebar. It works on any page, even while you are typing in a box.
1

Open search

Press Cmd+K (Ctrl+K on Windows). With nothing typed, you see every page you can open and a few quick actions.
2

Type what you are looking for

Search finds what you have access to:
  • Pages, including each Analytics page
  • Settings tabs: Account, Team, People, Connections and Ari
  • Saved views of People and Accounts
  • People and accounts, by name (type at least 2 letters)
  • Sequences, routines and goals
  • Actions such as New sequence, Customize sidebar… and Collapse sidebar
3

Open the result

Use the up and down arrows to move, then press Enter to open. Press Esc to close search without going anywhere.
On plans with Ari, the first row of search becomes Ask Ari as soon as you type. Pressing Enter right away sends what you typed to Ari as a question. To open a page instead, press the down arrow once, then Enter.

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Pin what you use most

Pins sit in their own Pinned group near the top of the sidebar, so the things you open every day are one click away. You can pin pages, saved views of people and accounts, sequences, routines and goals, up to 30 pins in total.
1

Find it in search

Press Cmd+K (Ctrl+K on Windows), or click the + next to Pinned, and type the name of what you want to pin.
2

Pin it

Highlight the row and press Cmd+Enter (Ctrl+Enter on Windows), or click the pin icon at the end of the row. Do the same again to unpin it.
3

Put your pins in order

Drag a pin up or down to move it. Hover a pin and click × to remove it.
Your pins are saved to your account, so they follow you to any browser you sign in on. If you lose access to something you pinned, its pin is hidden.
The Pinned group shows up once you have at least one pin. Individual people and accounts can’t be pinned yet. Pin a saved view of them instead.

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Ask Ari from anywhere

Press Cmd+J (Ctrl+J on Windows), or click Ask Ari under the search box, to open Ari. Press it again to close Ari. Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats. If your seat does not include Ari, you won’t see Ask Ari in the sidebar and the shortcut does nothing. See Meet Ari.

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Set up the sidebar your way

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Hide and reorder groups

1

Open Customize sidebar

Click your name at the bottom of the sidebar, then click Customize sidebar. You can also search for Customize sidebar… with Cmd+K.
2

Choose what to show

Turn a group’s switch off to hide it. Use the up and down arrows to move a group. Every change saves right away.
3

Finish or start over

Click Done when you are happy. Click Reset to default to show every group again in the original order.
Your own group (Inbox and My tasks) always stays at the top. Hidden pages are still one search away, and their go-to shortcuts still work.

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Collapse, resize and fold

  • Collapse to icons. Press [ or click the collapse button at the top of the sidebar. The sidebar shrinks to a narrow rail of icons. Press [ again to bring it back. Hover an icon to see its name.
  • Resize. Drag the right edge of the sidebar to make it wider or narrower. Drag it far enough to the left and it collapses to icons.
  • Fold a group. Click a group’s title, such as Calling, to fold its pages away. Click it again to open it.
These three settings are saved in the browser you are using.

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Go to a page with two keys

Press G, let go, then press a letter to open a page. These shortcuts only work for pages you can open, and they do not fire while you are typing in a box.
The Sequencer and the People and Accounts pages have go-to shortcuts of their own. While you are on those pages, their shortcut wins when a letter is used by both. For example, inside the Sequencer G then D opens the do-not-contact list, not the dialer. See Keyboard shortcuts.

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See every shortcut

Press ? on any page to open the list of keyboard shortcuts. It shows the go-to shortcuts for the pages you can open, plus the shortcuts that work everywhere. AI Drafts, Inbox, the Sequencer, People and Accounts open their own list instead, with the shortcuts for that page.

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Next steps

Keyboard shortcuts

Every shortcut for getting around, in one place.

Run your first dialing session

Import a list and make live calls in about 10 minutes.

Meet Ari

Hand Ari the work around your calls.

Set up your team

Name your team and choose its settings.