Getting Started

Set up your Leadboard CRM account and learn how to navigate the platform.

Sign Up#

Step 1. Go to /default/auth/signup

Step 2. Fill in your First Name, Last Name, Email, and Password

Step 3. Click Sign Up

Step 4. Check your inbox for a verification email

Verify Your Email#

Step 1. Open the verification email from Leadboard

Step 2. Click the verification link — you will be redirected to /default/auth/verify-email

Step 3. Once verified, you can log in

Log In#

Step 1. Go to /default/auth/login

Step 2. Enter your Email and Password

Step 3. Click Sign In

Reset Your Password#

Step 1. On the login page, click Forgot Password?

Step 2. You will be redirected to /default/auth/reset-password

Step 3. Enter your registered email address

Step 4. Check your inbox for the reset link

Step 5. Click the link, set a new password, and log in

Dashboard Overview#

After logging in, you land on the main dashboard at /default.

The dashboard shows:

• Summary stats — total leads, active deals, revenue
• Charts — pipeline performance, lead sources, campaign metrics
• Quick actions — shortcuts to create leads, deals, and campaigns

Navigation#

The sidebar on the left is your primary navigation. It contains links to every module:

• Dashboard — home overview
• Leads — manage contacts
• Pipeline — products, deals, board, forecast
• Campaigns — email campaigns
• Events — event management
• Communications — emails, calls, meetings
• Automation — workflows, scoring, drip campaigns
• Invoicing — invoices and billing
• Analytics — reports and dashboards
• Calendar — schedule and events
• Documents — file management
• Settings — company configuration

Click any module to expand its sub-menu and access specific pages.

User Profile & Appearance#

Step 1. Click your profile icon in the top-right corner

Step 2. From the dropdown, you can:

• View your Profile details
• Switch Appearance between Light, Dark, or Device preference
• Click Sign Out to log out

Notifications#

Step 1. Click the bell icon in the top navigation bar

Step 2. Review notifications grouped by category:

• Reminder — upcoming tasks and follow-ups
• Escalation — items that need attention
• Overdue — past-due tasks or deals
• Assignment — new leads or deals assigned to you

Step 3. Click a notification to navigate directly to the relevant item

Tip: Bookmark your company dashboard URL for quick access. The format is always /default where default is your company handle.