Getting around
The five places, the Menu, Quick Find, and where every setting lives.
LeadBind has five places you live in, and one Menu that holds everything else. This page names them, so every other page in these docs can say where to click.
The five places
| Place | What it is for |
|---|---|
| Today | The page you land on. Who to work next, and what Mani already handled. See Today. |
| Inbox | What needs a person, your text and email threads, and your calls. See Inbox, Messages and Calls. |
| Leads | Everyone you are working, with their stage. See Leads and pipeline. |
| Calendar | Upcoming, the month, bookings, and your availability. |
| Mani | The assistant. See Mani. |
On a computer the places run down the left side. On a phone they are the five icons along the bottom, with no words under them, in the same order.
Calendar is one place with four pages inside it: Upcoming, Calendar, Bookings and Availability. A row of tabs at the top of the page switches between them. Inbox works the same way, with Inbox, Messages and Calls.
Quick Find
At the top of the left side is Quick Find. On a Mac press Command and K, anywhere in LeadBind. On Windows press Ctrl and K. On a phone, the Search button at the top right opens it. It searches people, calls and pages, so it is the fastest way to reach a lead you know by name or a page you cannot place.
The plus
The round plus at the bottom of the left side opens four shortcuts: Add leads, Take a booking, Start a project and Ask Mani.
The Menu
Everything that is not one of the five places lives in the Menu. On a phone, tap the Menu button at the top right. On a computer, open the account button at the top right and choose Menu. The Menu opens on your places, then lists these groups in this order:
| Group | What is in it |
|---|---|
| Your line | Setup, Numbers, Voice agents, Front desk, Caller ID, Texting setup, Automations |
| Lead sources | Website, Connections, Ad platforms, AI access, Developer |
| Money | Billing, Bad-number refunds, Reports, Attribution |
| Team | Team, and Door team. Both show for owners and managers. |
| Settings | Your account settings |
The last row is All pages, a plain list of every page in LeadBind, so nothing is ever out of reach.
On a computer the same groups also sit in the left side, under the five places, and open and close as you click them. A group that belongs to one place carries that place's name, for example More in Today, which holds Someday, Logbook and Dashboard.
Pages in this guide are written as a path through the Menu. For example, Menu, then Lead sources, then AI access means: open the Menu, find the group called Lead sources, and choose AI access.
Settings
Settings is one list with a search field. It has four groups:
- Account: Accounts, Profile, Plan and billing, Notifications, Security, and Team and community.
- Front desk: Front desk and follow up, Automations, Lead sources and integrations, AI access, and Ad platforms.
- Mani: Routines, Autopilot, and What Mani knows. See Mani.
- App: Appearance, Data and privacy, and About.
Small things worth knowing
- Counts in the left side. The number beside a place is read live. If it cannot be read, the left side says Counts did not load with Try again, rather than a zero.
- Keyboard. Press Tab once on any page and a Skip to content link appears at the top left.
- Back. On a phone, the back button at the top left returns to the page you came from inside LeadBind.