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Overview of the Briefs Page

The Briefs page lists all the briefs that your company is currently working on, divided into three categories:

  • Recents: Briefs recently opened.
  • My briefs: Briefs owned by you.
  • Other briefs: Briefs owned by other collaborators.

The brief cards display:

  • The name of the brief.
  • An associated icon with the first letter of the brief's name in a selected color.
  • The tag(s) related to the brief.
  • The total number of leads contained in the brief and more specifically the number of active leads.
  • A quick access to create a lead directly in the brief.
  • Whether or not the brief is private. A red lock icon is displayed in this case.

Click the cards to access the brief's description, associated leads, and attachments. 

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Quick Access to the Briefs

There are two ways to access the list of briefs:

Access the Briefs List

Click the Briefs page on the left-side panel to display the full list of existing briefs, distributed between the Recents, My briefs, and Other briefs sections.

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Access Directly a Specific Brief

Click the brief's name you're interested in on the Recent Briefs or My Briefs sections on the left-side panel to directly access it.

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