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 first time you sign in, a one-minute guided tour points at each part of the screen in turn. You can replay it whenever you like: open the menu under your name at the top right and choose Take the tour. On a phone, the button is on your Profile.
The icon rail, top to bottom
Section titled “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. Not shown on a personal agency. |
| Document | Listings | Your properties. Create, edit, publish, share. |
| People | Agents | The team roster. Managers only, and never for a solo agency. |
| Sparkle | Marketing | Your brand, AI video and images, and posting. |
| Speech bubble | Really | Your chats with Really, Formule’s AI. See Really in the app. |
| Shield | Admin | Formule staff only. |
At the top right is your name and avatar. That menu holds Profile & settings, Plan & billing, Take the tour and Sign out.
At the bottom right of most screens is Ask Really, which opens Really beside whatever you are looking at. ⌘J on a Mac, or Ctrl J, does the same.
Keyboard
Section titled “Keyboard”On a computer, three shortcuts cover most of the day:
- ⌘K on a Mac, or Ctrl K, opens the command palette. Type a section to go there (Listings, Agents), New lead to add one, or a name, phone or email to search your leads: press Enter and the leads list opens with that search.
- / puts the cursor in the leads list’s search box.
- ⌘J, or Ctrl J, opens and closes Really.
The screens that are not in the menu
Section titled “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.
On a phone
Section titled “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.
Really is not one of the tabs. Its Ask Really button sits just above them and opens Really full screen.
If an icon is missing
Section titled “If an icon is missing”You are not meant to have it. Agents is hidden from real estate agents and from solo agencies. Admin only appears for Formule staff. Finance admins and advertisers see a reduced rail, without Really. Roles explains who gets what.