Get started
Navigate the workspace
Understand the sidebar, views, and settings in Toolblocks.
Overview
The workspace sidebar groups daily BD work: dashboard, contacts, prospects, events, signals, pipeline, projects, tasks, and settings. For how those pieces fit together, read Concepts first.
Steps
Use the left sidebar to switch views. Your last selection is remembered per workspace.
Open Settings from the workspace menu to manage profile, integrations, billing, and templates.
Press Cmd + K / Ctrl + K to open the command menu. From any view you can:
- Search people, organizations, and accounts
- Run BD slash commands (
/prep,/follow-up,/bd-review, and more) - Jump to a view with
@contactsorgo prospects
Some views (Accounts, Competitors, Signals, BD review) depend on your workspace plan and seat type. See Seats: Core, Network, Revenue.