---
title: "Navigating the ClearCRM Interface: General Layout Overview"
description: "This article provides a quick walkthrough of the general layout in ClearCRM."
url: https://help.clearcrm.com/en/articles/11319563-navigating-the-clearcrm-interface-general-layout-overview
collection: "Getting Started"
updated: 2026-10-28
language: en
---

# Navigating the ClearCRM Interface: General Layout Overview

This article provides a quick walkthrough of the general layout in ClearCRM.

## **Main Navigation Layout**

ClearCRM features a clean and intuitive layout with key navigation areas designed for speed and clarity. Here’s how the interface is structured:

## **1\. Left-Hand Sidebar:**

This vertical menu is where you access all core areas of the platform. These include:

-   **CRM**
    
-   **Sales**
    
-   **Marketing**
    
-   **Service**
    
-   **Projects**
    

Clicking on any of these expands its sub-sections for quick access.

* * *

## **Top Bar: Global Tools**

At the top of the screen, you’ll find tools that are **universal across all pages**:

## **1\. Search Bar**

The main search bar helps you quickly find records across the entire platform — whether it’s a deal, customer, task, or more.

## **2\. Quick Create (“+” Button)**

Click the **"+" button** to open a dropdown where you can create new items (like deals, tasks, events, leads, etc.) from anywhere in the app — no need to navigate to a specific area first.

## **3\. Notifications, User Menu, and Profile Settings**

On the top-right, you’ll find access to notifications, settings, to-do items, and on the top-left you'll find a dropdown menu for actions related to user profile.