Navigation Panel
Overview
This article explains how to use the
navigation panel to navigate around the platform.Accessing the Navigation Panel
When you first log into
, you'll be taken to the dashboard. On the left side, you'll find the navigation panel:Dashboard
Here you'll find all the searches you've ever built listed in chronological order. From here, you can choose to edit your searches, or duplicate and remove any searches by clicking the three dots next to the search.
You can view any searches created within your team by selecting Team Searches. Management level users will also be able to filter the results to only see SourceBots set up by your team.
On the right side is your SourceBot timeline, where you'll find up-to-date notifications on all your saved SourceBots.
At the bottom of your Dashboard, you'll find the News Feed, which allows you to search for news on anything from specific job titles to market-wide skill sets and beyond. The News Feed surfaces links to both free and paid websites so you can leverage any pre-existing memberships. This allows you to have much more informative conversations when speaking with candidates and clients, and can also be used to keep up to date with your industry!
SourceBots
Here you will find all the SourceBots you have saved. To find out more, see SourceBots.
Intel
The Intel page is a hub with all the tools you need to make sure you are having memorable and informative conversations with candidates, approaching new clients and expanding your industry knowledge. To find out more, see Intel Centre.
Companies
The Company page provides a wealth of data on specific companies, allowing you to have better insight and to track existing customers or target companies. To find out more, see Company Page.
Pipeline
The Pipeline tool allows you to effectively manage the flow of your leads all in one place without needing to leave the platform. To find out more, see Add to Pipeline.