Open a site and you’ll see up to seven tabs. Some only appear once your site is deployed, and a few depend on what your site is set up to do.
Overview
Your site’s trophy case: setup modules, connected channels, and recent activity in one place. Each module tracks a setup step (theme, brand, strategy, content). Recent activity shows saves, syncs and publishing events so you can confirm what happened and when. Some modules unlock after the site is deployed.
Content
Everything on the site itself:
- Pages — the homepage, service pages and other main pages, edited live.
- Collections — repeatable content like services, team members or FAQs.
- Media — images, documents and reusable sections.
If your site is hosted elsewhere and we only manage part of its content, you’ll see just the sections that apply (usually Collections), plus a Reference Pages list where you can keep links to pages that live on your own site.
Leads
Everything about the people who contact you. In the side menu it is spread over three groups:
- Inbox — Conversations (chat, email and text threads; the number beside it is how many are unread for you — assigned to you or not yet assigned), Form Fills (each form submission with contact details, message and extra fields), Bots, Forms and Calendar.
- Outreach — Email, Sequences (personal follow-ups that stop when someone replies), Automations (steps that run for many people, including one-email broadcasts — called Campaigns here before October 2026), Share and Social.
- Customers — Leads, Companies, Deals and Lists (saved groups of contacts).
Form fills can be triaged with statuses, exported to CSV and deleted, and the account owner gets an email for each new one. See Where do form submissions go?. New to Broadcasts, Sequences, Automations and Lists, or used to another tool’s words for them? See Broadcasts, sequences, automations and lists.
Branding
Apply a Brand Profile to keep colours and voice consistent across the site, and fine-tune site-specific overrides (colours, typography) under the advanced section.
Channels
Where this site talks to the outside world:
- Social — connect Facebook/Instagram, compose, schedule and measure posts.
- Notion Sync — bind a Notion space so content edits flow both ways.
You authorise providers once under the portal’s Connections; here you bind them to this site.
Site Settings
Infrastructure rather than content: domain and go-live, SEO, analytics scripts, custom code, and the danger zone. Be careful with reset or domain actions — they affect the live site. Domain help: Connect a custom domain.
Team
Invite teammates and see who has access. Invites grant access to the whole account, not just this site — every teammate can see every site today; per-site access is on the roadmap.