Productivity & Collaboration
Dashboard
Your daily command center at a glance
What it does
See pipeline value, follow-ups, bookings, invoices, and team activity on one screen. No tab switching.
Where it lives in the app
Once authenticated, the module is reachable at /dashboard.
Permissions
Module access is governed by the workspace permission scheme. Owners have full access; admins and managers are granted read and write by default; users get module-specific scopes. The full permission matrix is exposed in Security.
Integrations
Every module shares the workspace's contacts, calendars, audit log, and ZI² Hybrid encryption. Cross-module integrations include: contacts auto-link to deals and emails; bookings create calendar events with attendees; invoices reference deals, contacts, and merchant accounts; documents respect organization retention policies.