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The sidebar is the main way to move around Revont. It contains Home, Communications Hub, core modules, custom models, insights, and administration areas.

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Open A Page

1

Expand the sidebar

Select Expand Sidebar if the navigation is collapsed.
2

Choose a section

Under Core Modules, Custom Models, Insights, or Administration, select the page you need.
3

Open a custom model

Under Custom Models, select the model name to open its records.
Home is at the top of the sidebar. Communications Hub is its own sidebar area.

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Search And Chat

Select the global Search bar. Use it to find records, or open the Chat action when you want to ask Revont a question. The Chat action can appear as Ask Revont AI, Ask Revont about …, or Continue Chat, depending on the current search and conversation.

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Customize The Sidebar

1

Open the sidebar menu

Right-click the sidebar.
2

Choose Customize Sidebar

Select Customize Sidebar.
3

Choose what to show

Drag items or groups into the order you want, then select Done.
To return to the standard navigation, right-click the sidebar and select Reset to Defaults.

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Communications Hub

Select Communications Hub in the sidebar to open the communications area. Select Meetings & Calendar in the expanded sidebar, or select Meetings in the page header. Select Emails in the header for email activity.

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Settings

Select Settings in the sidebar to open workspace settings. The settings panel contains separate tabs for General, Voice, Integrations, Keybinds, Data & Storage, Profile, Privacy, Billing, Support, Data Model, and Quotas.