Find your way around

Fondaro opens on your Inbox. This page shows how the rest of the dashboard is laid out, so you can get anywhere in a click or a key.

Know the three parts of the screen

The icon bar runs down the far left, one icon per section. Hover an icon for its name.

Section	What it holds
Inbox	Every conversation, the people waiting for you first
Leads	One list per lead status, All leads, and Calls
Properties	Search, My listings, Brochures, Studio, and Branding for admins
Calendar	Your tasks, meetings and viewings
Deals	Your deals as a board
Growth	Your ad areas (admins)
Website	Your free website (admins)
Reports	Your reports and the ones shared with the agency
Documents	Your agency's files

The Inbox icon carries a dot while someone is waiting for an answer, or a warning dot when one of your accounts needs reconnecting. Your picture sits at the foot of the icon bar: click it for Settings, your profile, language, theme and Customise sidebar.

The top bar runs across the page:

On the left, your agency's name (click it to switch organization or jump to Settings), then the path to where you are. Click any part of the path to go back up.
In the middle, the search field. See Search everything.
On the right, Create (New lead, New deal, New task, New event, New listing, New document), Ask, the call controls and Help.

The sidebar sits beside the page and belongs to the section you are in: its views with their counts, and its filters. Press ⌘B (Ctrl B on Windows), or use the handle on its edge, to fold it away. On a phone, the menu button at the top left opens it.

Search everything

Press ⌘K (Ctrl K on Windows), or click the search field in the top bar.

Type a name, an email, a phone number, a listing reference or a page.
Pick a result with the arrow keys and press Enter.

Results include leads (with their status and owner), teammates, agents at other agencies, your listings, brochures, documents and pages. Type @ to narrow the search to one kind, such as leads or people.

From the second word you type, the palette also offers Search by description. It finds people by what they said in your notes, calls and emails, such as "wants a sea view". Each match shows the line that matched. Press Enter on that row to run it.

Ask Fondaro sits at the bottom of the palette: pick it to send your words to the assistant.

Open Settings

Open Settings from your picture at the foot of the icon bar, from your agency's name in the top bar, or with ⌘, (Ctrl ,). It opens full screen with its tabs on the left:

Me: your profile, inboxes, phone number, notifications, account, blocked people and Setup. Everyone has it.
My agency, Billing, Usage and Integrations: admins only.

Close it with the × or Esc to go back to the page you came from.

Get help on any page

Press Help (the ? in the top bar). It shows the guides for the page you are on, a search across every guide, Ask Fondaro about this page, Contact support and Keyboard shortcuts. Press ? to open the keyboard shortcuts on their own.

Tidy your sidebar

Anything you do not use can go:

Right-click a sidebar row to hide it.
Right-click a group heading to hide that whole section from the icon bar.
Drag a row to reorder it within its group.
Open Customise sidebar for the full list, with a switch for every section and row and Reset to default.

The Inbox can never be hidden, and the page you are on always shows its row. Hiding never removes anything: everything is still one ⌘K away. Your layout is remembered in this browser.

Catch messages while you work

When someone messages you while you are elsewhere in Fondaro, a card appears in the corner with their name and message. Click it to open the conversation beside your work.

What your role can see

Everyone can use the Inbox, Leads, Calendar, Deals, Properties, Documents, Reports and Ask Fondaro. Team members see the leads assigned to them. Growth, Website and most of Settings are for admins.