Salesgear has a cleaner layout. The left menu is grouped by what you are doing, the right panel is gone, and Copilot opens from the header. Nothing was removed. This guide shows where everything lives now.
👉 The Left Menu
Home stays at the top. Below it, pages are grouped by the job you are doing:
Prospect: List Builder, My contacts, My accounts, Signals
Engage: Sequences, Inbox, Tasks
Automate: Agents
📌 Contacts is now called My contacts, and Accounts is My accounts.
👉 More, and Pinning What You Use
Click More at the bottom of the menu to find Copilot, Templates, Calls, Data Toolkit, Reports, Team, Pricing and Settings.
To pin a page:
Click More
Hover over the page you use every day
Click the pin icon
It moves into a Pinned group in the main menu. Click the pin again to unpin it.
👉 The Header
The top bar gives you:
Copilot: your AI assistant. Also opens with ⌘ + J (Ctrl + J on Windows). See Ask Copilot.
Book a demo: a call with our team.
Credits: your remaining credits, updated as you use them. Hover to see the breakdown.
What's new: the latest product updates. A badge shows how many you haven't read.
Your profile: your settings and log out.
👉 Where the Right Panel Went
The panel on the right side of the screen has been removed. Its items moved to the header:
AI Assistant is now Copilot. It opens on the left, next to the menu.
What's new and Book a demo are now in the header.
👉 Jump Anywhere with ⌘ + K
Press ⌘ + K (Ctrl + K on Windows) to open the command palette. Type the name of a page or setting, such as "Triggers" or "Website tracking", and press Enter to go there.
👉 Finding a Setting
Open Settings from More → Settings or from your profile menu. Settings are grouped:
My Profile, Connected Accounts (email, LinkedIn and more), Users & Teams
Deep Research: Seller Profiles, Usage
Contacts: Contact Stages, Custom Fields, Do Not Contact Domains, Imports/Exports
Accounts: Custom Fields
Outreach: Schedules, Triggers, Auto Bcc
Deliverability: Email Settings, Custom URL, Domain Health Center, Unsubscribe
Integrations: CRM, Chrome Extension, Website Tracking
Calling & Calendar: Dialer, Call Credit Usage (admins), Calendar
Billing: Billing, Credit Usage
📌 Some items only appear if they are part of your plan.