> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saleslyt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Layout

> How to navigate, browse, and view records in SalesLyt.

## The main layout

The center of the screen is where your records live — people, companies, opportunities, tasks, notes, dashboards, workflows, and any custom objects. You view, edit, and delete records here, and create new views.

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/home/main-layout.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=8ecae7b878e65b00081996baf717ba57)

## Navigation bar

The left sidebar gives you:

* **Workspace switcher** — switch between workspaces or create a new one (top dropdown)
* **Search** — press `/` to focus instantly, searches across all objects
* **Settings** — access from the top left
* **Favorites** — pinned views, unique per user
* **Object shortcuts** — quick access to People, Companies, Opportunities, etc.
* **Workflows** — create automations

Drag items to reorder, create folders to group related objects, hide what you don't use.

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/home/navigation-bar.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=49c4ea636d47701c1ea13eb8f422e99c)

## Command menu

Press `Cmd+K` (Mac) or `Ctrl+K` (Windows) — or click the three dots in the top right. From here you can:

* Create new records
* Import and export data via CSV
* Create new views
* Access deleted records (SalesLyt supports soft and hard deletes)
* See keyboard shortcuts for navigating your workspace

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/home/command-menu.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=5dc20609006f05dd13a35641c82ed1f3)

## Search

Accessible via the Command Menu, the top of the navigation bar, or by pressing `/`. Search works across all objects.

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/home/search-bar.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=8088f3b5240dfb29c491b10d42c7e0ab)

## Side panel

Click a record to open the side panel on the right — a quick overview of the record's key information without leaving the current page. Click **Open** to go to the full record page.

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/home/side-panel.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=5a00e8b48b65f0768ab10a8aa26e5288)

## Views

Every object supports multiple views — unlimited per object. Use the dropdown at the top left to switch between them.

* **Table** — spreadsheet-style rows and columns, with grouping, inline editing, and column customization
* **Kanban** — drag-and-drop cards organized by a select field, ideal for pipelines
* **Calendar** — records plotted by a date field for time-based planning

Each view saves its own filters, sorting, and field visibility. Share views with your workspace or keep them private. Favorite views for fast access from the sidebar.

![](https://mintcdn.com/artis-multitech/PVJVvqKyXwtb4PUT/images/user-guide/home/view-menu.png?fit=max\&auto=format\&n=PVJVvqKyXwtb4PUT\&q=85\&s=3f1f69caf16d85892a9b603ca834d8e9)

## Record pages

When you open a record, the detail page is built from configurable **tabs** and **widgets**. Add, remove, reorder, and resize widgets on a grid — fields, related records, emails, timeline, tasks, notes, files, charts, iframes, and more. Each object type has its own layout.

> [card] [Full Layout guide](https://docs.saleslyt.com/user-guide/layout/overview.md)
>
> Navigation, views, record pages — detailed reference and how-tos.

[Layout](https://player.vimeo.com/video/1185511790?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)


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