Finding your way around

The sidebar

On a computer the sidebar runs down the left of every page. On a phone it folds into a top bar; tap Menu to open it. From top to bottom it has:

Your organisation’s name

Search: press ⌘K or / to jump to it. See Search.

Today: your home page. Desk opens here.

Calls: shown if we send you calls.

Leads: shown once we’ve delivered your first lead.

Trend: the weekly view.

Account menu: your name and email, the timezone Desk uses for times, Settings and Sign out.

Times are shown in your organisation’s timezone. The account menu shows which one, for example “Times shown in Europe/London (BST)”.

The page head

Every work page (Today, Calls, Leads, Trend and search results) has the same head:

Control	What it does
Title and summary	The page name and a one-line summary, for example “All time · 120 leads · 64 reached · 18 appointments”. The summary follows your filters.
Filter	Narrows everything on the page. Shortcut `⇧F`. See Filters.
Download	Saves what you’re looking at as a CSV. See Downloads.
Period	The date range. Use the arrows to step back and forward, or open it to pick a range.

Choosing a period

Open the period button for the presets: Today, Yesterday, This week, Last 7 days, This month, Last month and All time.

For a custom range, pick a start day and an end day in the calendar, then choose Apply.

Each page has its own default:

Leads, Calls, Trend and Search open on All time.

Today opens on today for organisations that only receive leads, and on yesterday for everyone else, so you see a finished day.

The sidebar