Let's take a quick tour of Ontraport, so you know where things are and how to get around. One note first: Ontraport is very customizable, so your account may not look exactly like what you see here.
The top navigation bar gives you access to your collections and important tools. Click an item to open it. Hover over it to see more features and settings. New accounts start with a shorter bar. As you turn on features, apps or custom objects, more items appear.
Most items open a collection. A collection is a page where your Ontraport assets are stored, like Contacts, Messages, Pages or Automations. Every collection has the same toolbar for groups, actions, search and columns. We'll go deeper on collections later in this course.
Dashboard has two views on the left. Trends shows how your data changes over time. Metrics shows real-time stats you choose to track, like contact counts or revenue.
In a new account, Automations holds your automation maps, forms, email messages and broadcast history. Once you turn on other objects, like Companies or Deals, the Automations tab goes away, and those items live under each object's hover menu instead.
Click Contacts to open your Contacts collection. Hover over it to reach Contacts settings, where you create custom fields, import contacts, and set up lead routing and lead scoring.
Tasks shows assigned and completed tasks. You can complete, reassign, reschedule or cancel them here. Sales opens your Purchases. Hover over it for Products, sales reports and sales settings, like payment gateways and coupons. If you turn on Partners or Tracking, they get their own tabs too.
Pages is where you build your website pages. If you use Ontraport Membership, hover here to find your Membership Sites. There's a full course on Pages.
Systems keeps all the emails, pages, forms and automation maps for one business process in one place. It's also where you'll find Setup Wizards. That's the next lesson.
On the right, the pin icon opens Pinned Items. Click the pin on any record or collection to add a quick link here.
Hover over your profile icon to manage your account. Account is where you see your plan and upgrade it. Manage users is where you add new users, and Personal Profile is where you edit your own details. Administration holds many more settings, which we'll cover later in this section.
In the bottom-right corner of every page are two buttons. The info icon, About this page, explains the page you're on. The question mark opens the Help Center, where you can contact support, follow guides and watch videos.
To change the bar, go to your profile icon, then Administration, then Customize navigation menu. Drag items to reorder them, or click Add Item to add one. You can hide custom objects, but not default items like Dashboard, Contacts and Systems. On some plans, you can hide items by user role. For Contacts and custom objects, you can also change the color and the icon.
So: the top bar gets you everywhere, hover for settings, your profile icon handles your account, and help is always in the bottom-right corner. Next up: Systems and Setup Wizards.