Most screens carry a guided tour explaining that screen in a short sequence of steps. The tour sits inside the page, below the heading, it does not cover the thing it is describing.
#The three states
| State | What you see |
|---|---|
| Not started | A bar below the heading offering Take the tour |
| Part-finished | The same bar showing Resume your tour and the step you stopped on. Dismissable |
| Finished or dismissed | A compact Replay tour pill, out of the way but still there |
#The thirteen tours
| Tour | Screen |
|---|---|
| Make It Yours | Theme and tenant settings |
| Bring Your People | Accounts, including tags |
| See Who’s Engaged | Contacts |
| Work Every Deal | Opportunities |
| Stock Your Shelves | Listings |
| Reach Out, On-Brand | Emails |
| Nurture on Autopilot | Drip campaigns |
| Let It Run Itself | Triggers |
| Own Your Schedule | Calendar |
| Get Found | Blogs |
| Search Like a Pro | Advanced search |
| Lead Your Brokerage | Broker |
| Ask Your Data Anything | EasyInsights |
#The learning guides drawer
One launcher lists everything in one place: the tours for the screen you are on, every tour in order as a learning path, and your overall progress. Each can be started, resumed, replayed or restarted.
#Your place is remembered
Progress is saved to your account, not your browser, a tour started on your laptop resumes on the same step on another device. Restarting one tour does not affect the others.
#Tours or these docs?
| Use a tour when | Use the documentation when |
|---|---|
| You are looking at the screen and want orientation | You are not signed in, or on your phone |
| You want to be shown where things are | You want the detail, the limits or the edge cases |
| You are learning a screen for the first time | You have a specific question, or found this from a search |
These docs are the superset
Everything in a tour is here in more depth. Tours are the faster way in; this is the complete reference.