If you use workflows to handle follow-ups, reminders, and customer communication, jumping between different parts of your CRM can slow you down. This update makes it easier to move around while staying inside the workflow builder, so you can get things done with fewer clicks.

📌 Why This Matters

When you are building or reviewing automations, you may also need to check contacts, messages, calendars, or other areas in your CRM. Having the sidebar available directly inside the workflow builder helps you move between pages faster without breaking your focus. It also makes the experience feel more familiar and easier to use.

✨ What’s New

• Sidebar toggle inside the workflow builder: You can show or hide the main CRM navigation sidebar from the top-left corner while working on a workflow.
• Keyboard shortcut support: Use Cmd+\ on Mac or Ctrl+\ on Windows to quickly open or close the sidebar.
• Quick access to other CRM areas: Jump to other tools and pages without leaving the workflow builder first.
• No impact on workflow performance: This is only a navigation update and does not change how your workflows run.

🛠️ How to Use It

1. Step 1: Open any workflow in the workflow builder.
2. Step 2: Click the sidebar toggle in the top-left corner to show or hide the main navigation.
3. Step 3: If you prefer shortcuts, press Cmd+\ on Mac or Ctrl+\ on Windows.
4. Step 4: Use the sidebar to move to other parts of your CRM, then come back to your workflow when needed.

💡 Pro Tip

If you regularly update automations while checking messages, appointments, or customer records, this shortcut can save time each day and help you respond faster to sales opportunities.