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Atlas

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Find your way around

Arcane CRM fits on one screen: a menu on the left to move between areas, a bar at the top to search, call Atlas and open your menu, and the current page in the middle.

All plans Everywhere in the app All members
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  1. 1Your organisation, plan and role
  2. 2The menu: daily work, objects, tools
  3. 3Search everywhere (Ctrl K)
  4. 4Open Atlas (Ctrl J)
  5. 5Your menu: theme, profile, help
Hover a number to find the area. Click the screenshot to enlarge it.
The app open on the contact list, with the left menu, the search bar, the Atlas button and the avatar at the top right.

The left menu

Section titled “The left menu”

At the top of the menu, the name of your organisation, with your plan and role. Click it to switch to another organisation or create one.

Then come:

  • Today, Inbox, Sequences, Meetings and Signatures: your daily work.
  • Live chat, when chat is enabled for your organisation.
  • Objects: your record lists, Contacts, Companies, Opportunities, Tasks and your organisation’s own objects.
  • At the bottom: Assistant (the conversation with Atlas), Dashboards, Reports, Automations, Data model (for admins and members allowed to) and Settings.

The item for the current page is highlighted in violet. On a narrow screen, the menu shrinks to its icons: hover an icon to see its name.

Search everywhere: Ctrl K

Section titled “Search everywhere: Ctrl K”

The Search… field in the top bar opens the command palette. Shortcut: Ctrl K (⌘ K on Mac).

The command palette open: recent contacts, then the Create a contact, Create a company and Create an opportunity actions.

Type a few letters to search all objects at once. Without typing anything, the palette offers:

  • recent records of each object;
  • Create a record of any object;
  • navigation: go to lists, open settings, manage the team, switch to light or dark theme;
  • organisation actions: switch organisation, create one, invite.

Move with the ↑ ↓ arrows, open with Enter, close with Esc.

Atlas: Ctrl J

Section titled “Atlas: Ctrl J”

The Atlas button, with the orb, opens the agent panel at the side of the screen. Shortcut: Ctrl J (⌘ J on Mac). The panel takes the current page into account: opened on a record, Atlas works on that record.

The user menu

Section titled “The user menu”

Your avatar, on the far right, opens your menu.

The user menu: name and e-mail, the Light, Dark or System theme choice, then My profile, Settings, Help and Sign out.
  • Theme: Light, Dark or System (follows your computer’s setting).
  • My profile: your first name, last name and the app language.
  • Settings: every option, grouped by section.
  • Help: opens this documentation, in your language.
  • Sign out.

Several organisations

Section titled “Several organisations”

If you belong to several organisations, switch between them from the name at the top of the menu or from the palette. Direct shortcut: Ctrl ⇧ then the organisation’s number, 1 to 9 (⌃ ⇧ on Mac). Each organisation has its own records, members and settings.

Section titled “Links”