The menu on the left holds every page. Dashboard sits on top; everything else is in groups: Activity, Routing insights, Setup, Money, Compliance, Account and Help (plus Super admin for platform staff). The page you are on is marked with a green bar, and its group's name turns green.
Opening and closing groups
Click a group's name to close it or open it again. CallsFlow Plus remembers which groups you closed. The group holding the page you are on always stays open.
A closed group shows a count when something inside it is waiting, for example Money 2 when two disputes are open.
Live calls
When calls are live, a green pill near the top of the menu shows how many (for example 2 live calls) and how long the oldest one has been running. Click it to see the live calls: the caller, the campaign and the target, and a timer for each. All live calls opens Reports showing only live and ringing calls.
Jump to a page or record
Click Jump to… or press Ctrl K (⌘ K on a Mac) anywhere in the app. Type part of a name to find a page, a campaign, a buyer, a target or a publisher. Use the arrow keys to pick one and Enter to open it, or click it. Esc closes the box.
A smaller menu
Click the arrow at the top of the menu (Collapse sidebar) to shrink the menu to icons and give the page more room. Click a group's icon to open the menu again on that group, or click the arrow again (Expand sidebar). CallsFlow Plus remembers your choice on this browser.
Your account button is at the bottom of the menu. It opens the Switch account menu, see One login for several accounts.
On a phone, tap the menu button at the top left to open the menu, and tap outside it to close it.
Still stuck?
Ask the support chat inside your account, or send us a request.