Once you’ve created your account and logged into LeadSpheres, you’ll land on the central dashboard — your command center for managing everything from leads and deals to websites, online stores, blogs, automations, events, and more.
This guide will help you navigate the dashboard and understand where to find each tool, especially the CRM modules and their powerful features. (We’ll add screenshots later for better visual guidance.)
Dashboard Overview #
The LeadSpheres Dashboard is designed to give you an at-a-glance view of your business performance and quick access to essential tools.
Top Navigation Bar #
- Main Menu Toggle → Collapse or expand the left-side menu.
- Global Search → Quickly find leads, customers, projects, tasks, or products.
- Notifications Bell → Stay updated with recent activities, emails, and alerts.
- User Profile & Settings → Manage your profile, subscription, and preferences.
Left Sidebar Menu (Primary Navigation) #
The left-hand menu is where you’ll access all CRM modules and integrated tools. It’s divided into sections for Sales, Marketing, Operations, Communication, and Insights.
CRM Modules & Features #
Below is a detailed walkthrough of each CRM module and what you can do in it:
1. Leads #
Path: Dashboard → CRM → Leads
Manage and organize all your business leads in one place.
- Add new leads manually or import from a CSV.
- Assign leads to team members for follow-up.
- Filter and search leads by source, status, or tags.
- Use built-in Facebook Lead Sync to capture leads automatically from your ads.
Tip: Leads can easily be moved into pipelines or converted into deals with one click.
2. Deals & Pipelines #
Path: Dashboard → CRM → Deals
Visualize and manage your sales process using customizable pipelines.
- Create multiple pipelines for different products or services.
- Drag and drop deals between stages.
- Track progress from lead qualification to deal closure.
- Forecast revenue and monitor conversion rates.
This module integrates tightly with leads, projects, and automation for a seamless sales workflow.
3. Projects & Tasks #
Path: Dashboard → CRM → Projects
Manage client projects and internal work without leaving the platform.
- Create new projects, define milestones, and assign tasks.
- Set start and due dates to keep teams on track.
- Share project files and collaborate directly with team members.
- Track project progress using built-in reporting tools.
4. Emails (Smart Mail Hub) #
Path: Dashboard → CRM → Email
Manage all your business emails in one centralized inbox.
- Connect multiple email accounts.
- Send and receive emails directly from LeadSpheres.
- Organize emails by leads, customers, or projects.
- Use automated sequences to send follow-up emails at scale.
Combined with Email flows, this gives you complete control over bulk campaigns and personalized email journeys.
5. WhatsApp Messaging #
Path: Dashboard → CRM → WhatsApp
Communicate instantly with your leads and customers through integrated WhatsApp messaging.
- Send one-to-one messages directly from a lead’s profile.
- Broadcast updates, offers, or announcements to multiple contacts.
- Automate WhatsApp sequences as part of your marketing workflows.
6. Marketing Automation #
Path: Dashboard → CRM → Automations
Automate your lead nurturing and customer engagement:
- Create custom email, WhatsApp, and SMS campaigns.
- Build multi-step workflows to trigger actions automatically.
- Segment audiences based on behavior, activity, or pipeline stage.
- Save time by automating repetitive sales and marketing tasks.
7. Landing Pages #
Path: Dashboard → CRM → Landing Pages
Design high-converting landing pages for campaigns, product launches, or lead magnets:
- Choose from pre-built templates or start from scratch.
- Drag-and-drop sections, forms, and CTAs.
- Integrate with CRM to capture leads automatically.
- Track page performance with built-in analytics.
8. eCommerce (CRM Shop) #
Path: Dashboard → CRM → Ecommerce
Sell products or services directly inside your CRM:
- Add physical and digital products.
- Set prices, discounts, and inventory limits.
- Accept payments via multiple secure gateways.
- Sync products with your main website or landing pages.
9. Workflows #
Path: Dashboard → CRM → Workflows
Automate business operations with smart workflows:
- Create triggers for events like new leads, completed tasks, or missed follow-ups.
- Automate assignments, email sending, reminders, and more.
- Reduce manual effort while improving team efficiency.
10. Events & Meetings #
Path: Dashboard → CRM → Events / Meetings
Manage all your events and online meetings directly from LeadSpheres:
- Schedule webinars, product launches, or client sessions.
- Share meeting links with leads and customers.
- Sync events with your CRM to track participation and follow-ups.
11. Prospecting & Lead Finder #
Path: Dashboard → CRM → Prospecting
Generate a steady stream of potential clients:
- Discover new prospects based on filters like industry, region, or niche.
- Save qualified leads directly into your CRM pipelines.
- Use automation to follow up instantly with high-value prospects.
12. Facebook Lead Sync #
Path: Dashboard → CRM → Facebook Leads
Connect your Facebook Ads Manager and auto-import leads into LeadSpheres CRM:
- Eliminate manual lead downloads.
- Assign leads automatically to sales pipelines.
- Trigger instant follow-up campaigns for better conversion rates.
Other Key Dashboard Areas #
Reports & Analytics #
- Access performance reports for deals, campaigns, projects, and automations.
- Use interactive charts and KPIs to make data-driven decisions.
Settings & Customization #
- Configure your organization details, notifications, and branding.
- Create custom fields to track unique data for leads and customers.
- Manage user roles and permissions for your team.
Pro Tips for Efficient Navigation #
- Use the Global Search bar to find anything instantly.
- Pin your most-used modules to the top of the sidebar for quick access.
- Use the Recent Activity widget to stay on top of important updates.
Next Steps #
Now that you know your way around the dashboard:
