Interface tour: navigation, tabs and global search
Get to know the top bar, app launcher, tabs, global search, notifications and the utility bar.
Top bar#
From left to right the top bar contains:
- App launcher (⋮⋮⋮): Lists every app enabled in your org; click to switch between apps. The active app's name and color are shown in the bar.
- Tabs: The object tabs of the active app (for example in Sales360: Home, Leads, Opportunities, Accounts, Contacts, Tasks). Clicking a tab opens that object's list view.
- Global search: Searches names, e-mails, phone numbers and record numbers across all objects. Results are grouped by object; clicking one opens the record page.
- Notifications (🔔): Assignments, approval requests, mentions and system announcements are collected here.
- Profile menu: Your profile page, language (TR/EN), password change, e-mail signature and logout.
URL structure and deep links#
Every screen has a shareable address:
| Address | Screen |
|---|---|
#/leads | Leads list |
#/r/account/001... | A single Account record page |
#/user/<id> | User profile |
Copy a record's address and send it to a teammate; if they have access, it opens directly on that record.
Utility bar#
The bar at the bottom of the screen holds Chat, recently viewed records and quick tools. The chat window is for in-org team messaging and can stay open on every screen.
Language and theme#
The interface is available in Turkish and English; switch instantly from the profile menu. The theme is light and every screen is mobile friendly: on narrow screens, lists automatically switch to a card layout.
What next?#
This tour gave you the map of the screen. The next step is speed: what each of the seven utility bar tools does, how to arrange the bar around your own day, the keyboard shortcuts (G then T, N, R, F, K, S; E and Escape on a record page) and the command palette that finds everything from one box are all in the utility bar and keyboard shortcuts.
The "What's where?" tour#
On your first login the screen dims and the tour highlights the elements that are the same in every app, one by one: the App Launcher, tabs, search, quick create, favorites, notifications, setup (admins only), profile and the utility bar; on mobile the bottom tabs, menu and search. Move with → / ←, close with Esc. You can reopen it later from the What's where? row in the profile menu; an admin can turn the tour off under Setup > Parameters.
App Launcher settings (admin)#
An org admin uses Launcher Settings inside the App Launcher to reorder apps by dragging their handles, reorder the sections and choose Everyone / Admin / Hidden per app. The order applies to the desktop launcher, the mobile menu and the Platform360 home tiles alike; a user's own drag order takes precedence for that user.