Finding your way around

Formule’s menu is a narrow strip of icons down the left edge. It is small on purpose — the lead list deserves the width — but it does mean the icons are worth learning once.

The icon rail, top to bottom

Icon	Where it goes	What lives there
Four squares	Leads	Every enquiry. The screen you will spend your day in.
Building	Campaigns	Adverts you are running, and leads grouped by which campaign produced them.
Document	Listings	Your properties. Create, edit, publish, share.
People	Agents	The team roster. Managers only, and never for a solo agency.
Sparkle	Marketing	AI video, AI images, and sending a listing out to leads.
Shield	Admin	Formule staff only.

At the top right is your name and avatar. That menu holds Profile and Logout.

The screens that are not in the menu

A few important places are reached from elsewhere:

• Office Performance — from your profile, the Office performance button. Branch managers and super admins only.
• Your mini-site — from your profile, My public mini-site. Your personal public page, separate from your agency profile.
• Your agent profile — from your profile, Edit my profile. This is what clients see, and where WhatsApp gets connected.
• A lead’s full record — click any lead in the list.

Performance is hiding in your profile

Managers regularly miss this. Reporting for the whole office is one click from your own profile page, not in the menu.

On a phone

The rail becomes a row of tabs along the bottom: Leads, Campaigns, Listings, Agents, Marketing, and then Profile — or Admin if you are staff.

The lead list and the lead itself are two separate screens on a phone: tap a lead to open it, and use back to return to the list.

If an icon is missing

You are not meant to have it. Agents is hidden from agents and from solo agencies. Admin only appears for Formule staff. Finance admins and advertisers see a reduced rail. Roles explains who gets what.