Home Page

The Home Page serves as your central hub for managing all key activities and information within the system. It provides a comprehensive overview of your current activities and quick access to create new items.

Getting Started
When you first log in, you'll be taken to the home page. The intuitive layout ensures you can quickly find and access the information and actions you need.

Quick Actions
Users can instantly create new items with a single click:
• New searches
• New BD projects
• New contacts and companies

The Dashboard displays information on:
• Current BD and searches; both your own and firm-wide
• Upcoming interviews
• Search Stats

Navigation
• A side collapsible menu bar provides full navigation capabilities
• Access the full menu by sliding it out from the side of the screen

Tips for Optimal Use
- Check your dashboard regularly to stay updated on upcoming interviews
- Use the quick action buttons to efficiently create new items