A tour of Leadey
What’s in the sidebar and the top bar, and where everything lives.
Updated 23 September 2026
The sidebar on the left holds everything you work with. It shows icons only and expands when you hover over it. Items you don’t have permission for are hidden.
Overview
Cockpit: your day at a glance, with your work queue, today’s tasks and your pipeline.
Inbox: every reply, message, missed call and task in one place.
Calendar: your meetings, and your team’s.
Outreach
Campaigns: the groups of leads you’re working, each listed under Campaigns.
Leads: every lead in your workspace, in a campaign or not.
Opportunities: your deals on a pipeline board.
Workflows: the automations that send your emails, LinkedIn steps, SMS and WhatsApp messages.
Find and Library
Search: find new people and companies to contact.
Products: the catalogue you add to deals as line items.
Templates: reusable email, LinkedIn, SMS, WhatsApp and note templates, and shared signatures.
Knowledge Base.
Workspace
Analytics: team metrics, the leaderboard, members and call recordings.
Settings: everything from your profile to phone lines, mailboxes and billing.
The top bar
Across the top you’ll find global search, the trial or payment status, your credit balance, the light and dark switch, the phone dialer, notifications, and your account menu (switch workspace, settings and sign out).
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The Cockpit and your work queueWho to contact next, and why, ranked for you every day.Cockpit, tasks and reportingYour first campaign in 10 minutesConnect a mailbox, add leads, create a campaign and start a workflow.Getting startedCreate your Leadey accountSign up with your work email, set up your workspace and start your 14-day free trial.Getting started
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