Find your way around the menu
How the left-hand menu is grouped, what each group holds, and how to open or close a group.
#Your results, at the top
The first group has no heading. It holds your results: Overview, Revenue, Leads, Jobs and Analytics, as your account carries them. Where the Home tab is switched on for your account, it leads the menu.
#The channel groups
Search & AI holds SEO, AEO / GEO and Content.
Ads holds Google Ads and every other ads tab on your account, such as Meta Ads and ChatGPT Ads.
Social holds Social, and Creative where your account has it.
Outreach holds Outbound and Email.
#Settings, account and help
Configure holds Website, Integrations and Settings. Account holds Account, Team and Billing, plus Branding where your account carries it. Assistant holds Ask TruLata. Support is always last.
#Open and close a group
Click a group's heading to close or open it. The number beside the heading is how many tabs the group holds. Your choice is remembered for you in that browser. The Account group starts closed, and the group holding the tab you are reading always stays open.
On a phone, the menu opens from the menu button at the top of the screen and closes when you pick a tab.
#Dimmed tabs and plan names
A tab with a plan name beside it comes with a higher plan; clicking it explains what it adds. A dimmed Google tab is waiting for Google to be connected. See Why a tab is missing, dimmed or empty.
#Questions
A group disappeared from my menu.
It is closed. Click its heading to open it again.
Where is Billing?
In the Account group, which starts closed. Click Account to open it.
Why do I see tabs a colleague does not?
Each account carries the tabs its plan and connections include, so two accounts can differ. Everyone on the same account sees the same tabs.
Related articles
Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

