Your sidebar is your main control panel in Revwit that shows you all you need in just a click away.
It’s designed to help you move quickly, stay organized, and keep your work flowing.
Quick Actions
Do more in less time with one-click shortcuts. From here, you can:
Create Task - stay on top of to-dos.
Create Note - capture details and context instantly.
Add Company - keep your client list organized.
Add People - grow your network in Revwit.
Add Deal - track opportunities as they come in.
Create Pipeline - structure your sales stages.
Open Account Settings - manage your personal preferences.
Open Workspace Settings - manage workspace-wide settings.
Invite Teammates - bring your team on board.
Upgrade Revwit - unlock more features when you’re ready.
Search
Find any person, company, deal, or record instantly across your workspace.
Tasks
Create, assign, and track tasks so nothing important slips through the cracks.
Notes
Keep context where it matters. Attach notes directly to contacts, companies, or deals.
Emails
View and manage your email conversations with leads and clients, all without leaving Revwit.
Forms
Build and manage forms to capture leads automatically and keep information organized.
With the sidebar, everything is right where you need it, helping you work faster, stay organized, and focus on what matters most.
Up next: Learn about the key building blocks; People, Companies, and Deals.