Discover Forge
Navigate the workspace and learn the core layout.
Overview
Forge is organized around objects, views, and actions so daily work stays focused. The sidebar is your map; the record view is your control room.
Use search, filters, and pinned views to surface the right work at the right time, without building custom dashboards for everything.
What you’ll do
- Use the sidebar to switch between objects, views, and saved filters.
- Pin the views your team uses daily to reduce navigation time.
- Use global search to jump to records and update them with inline actions.
Best practices
- Keep the sidebar lean by archiving unused views.
- Name views with intent (e.g., "Open deals this week") so anyone can understand them.
- Create shared views for team rituals like weekly pipeline reviews.