Getting started with RepDesk

RepDesk is your company's workspace for CRM, sales operations, commissions (where enabled), and optional tools such as Legislation Intelligence. This guide reflects the current app structure in the product.

Sign in

Open Sign in and authenticate with the credentials your organization admin provided. Your role (user, manager, admin, org admin) controls which areas of the app you can configure.

Main layout

After sign-in you typically see a top navigation bar (Feed, Accounts, Contacts, and other shortcuts) and a left sidebar for deeper modules such as Commissions, Partner Sales, Calendar, and tools your company has enabled.

• Use the sidebar to switch between major product areas.
• Some items appear only if your company has the feature turned on (feature flags).

Home and dashboard

Your landing experience may include Dashboard or Feed-style shortcuts depending on configuration. Use it as the starting point for daily work; deep record work happens in module pages (Accounts, Contacts, and so on).

My Settings

Visit My Settings to manage your profile and personal integrations (for example Google Workspace connection when your admin has set it up).