Where do I find each feature in the left navigation?
Download MarkdownThe rail is one ordered list with a Voice AI divider in the middle. Above it: Ask CloseMagnet when entitled, immediately followed by KPI Dashboard, then Coaching, Comps, Properties, Transactions, Commissions, Deal Blasts, Deal Ana
The rail is one ordered list with a Voice AI divider in the middle. Above it: Ask CloseMagnet when entitled, immediately followed by KPI Dashboard, then Coaching, Comps, Properties, Transactions, Commissions, Deal Blasts, Deal Analytics, and Buyers. Below it: Dashboard, All Leads, Call Logs, Campaigns, and Voice Setup.
Two rail items collapse a family into one entry, with the rest as tabs on the page:
- Buyers: My Buyers, Directory, Get Buyers, and Map.
- Voice Setup: Assistants, Squads, Phone Numbers, Number Pools, Tools, and Files.
Settings is not on the rail. Reach it from the user menu at the top right. Entitled account owners see Account & Billing in the Settings submenu; regular operational members do not. An operator actively using View as client sees the same client-scoped entry, while operator-global Settings remains separate. Goals is a sub-tab inside KPI Dashboard, not its own item. Your account may not show every entry, since surfaces are enabled per account and per member.
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- Where do I log in to CloseMagnet?Go to https://app.closemagnet.com/login and enter the email address your account was created under along with the password you set, then click Sign in. If you forgot your password, click Forgot password? and follow the emailed res
- Do I have to turn on two-factor authentication?Yes. Two-factor authentication is mandatory on every account and every role. You cannot reach the app until you enroll an authenticator app, and you will be prompted for a code on future sign-ins.
- Which authenticator apps work with CloseMagnet?Any standard TOTP authenticator app works. Google Authenticator, Authy, and 1Password are all supported.
- I got a new phone and lost my authenticator. How do I get back in?Contact your account owner or support to have your two-factor factor reset. Once it is reset, you can re-enroll a fresh authenticator at the setup screen (https://app.closemagnet.com/mfa/setup) by scanning the QR code or entering