In the CRM component, you can navigate your helpdesk's Users, Organizations, and Agents, you move between them using the buttons at the top of the Panel: Users and Orgs and the ⋮ menu:

For Users and Organization, you can select the title at the top of the panel to move between the different CRM features. These features include:

Usergroups

The Usergroups section lets you view Users by the usergroup that they are a part of.

When you select a usergroup from the Navigation Panel, a list of Users, or Organizations that are members of that usergroup will be displayed.

If you select a User or Organization, the profile will open in the main content space in the interface.

Searches

You can created Search categories in the Navigation Panel in the CRM, so Users and Organizations can be filtered by the criteria of the Search that they meet.

These Searches are generated using FQL queries.

Labels

Labels in the CRM are used in the same way as Labels on Tickets. They can be applied to User profiles so when an Agent clicks on a Label all the Users who match that Label appear, e.g. applying the Label VIP to premium Users.

You can also create Labels for Organizations.

Read Browsing CRM Records for more information about applying these features.