The sidebar lets you move quickly between calls, follow-up, SMS, and activity tracking.
Pages used every day
Dashboard: resume a list or a priority task.
Dialer: review the leads in a list and start calls.
Tasks: find overdue, today's, and upcoming reminders.
SMS: read and continue written conversations.
Reports: track your activity and, when allowed, the team's activity.
Call history: find a previous conversation.
Notifications: handle a missed call or a new SMS message.
Make more room
Click the sidebar arrow to collapse it. Ubic keeps this choice on your device. On mobile, the menu opens over the page.
Administrators also see Settings to manage the workspace and Automations to control when leads return to calling lists.
Troubleshooting
If a page is missing, it may depend on your role or on a feature disabled by the administrator.