Welcome to Yukon¶
Yukon gives your team one place to manage leads, people, organizations, activities, opportunities, and the information that connects them.
Your first five minutes¶
- Sign in using the address provided by your administrator.
- Open Home to see the dashboard available to you.
- Use the sidebar to open Leads, Contacts, or Organizations.
- Press Ctrl+K on Windows or Cmd+K on macOS to find a record.
- Open your account menu at the bottom of the sidebar to reach Profile & preferences, the Help center, and, if permitted, Administration.
Your workspace can look different
Navigation reflects your permissions, your organization's configuration, and installed extensions. Some areas described in these guides may not be available in your workspace.
The main areas¶
| Area | What it is for |
|---|---|
| Home | Dashboards and a quick view of the work that matters to you. |
| Activities | Calls, meetings, to-dos, and follow-ups. |
| Calendar | Day, week, and month views of scheduled activities. |
| Pipeline | Opportunities grouped by stage. |
| Leads | People or businesses that have not yet been qualified. |
| Contacts | Individual people and their relationship history. |
| Organizations | Businesses or other organizations connected to your work. |
| Groups | Purpose-built collections of contacts or organizations. |
| Reports | Permission-aware tables and charts. |
Where to get help¶
Use the Help center for your organization's internal articles and links. Use the configured Yukon documentation link there, when shown, to return to these public guides. Choose Contact support when you need a person to investigate a problem.
Next, learn how to navigate and search.