Good work starts
with a clear path.
Learn LeadBin one useful task at a time. Every guide shows what to do, what to check, and where a plan or pilot limit applies.
Find it. Learn it.
Put it to work.
Find the way forward.
Practical walkthroughs, organized around the work you came to do.
Create your first workspace
Set up the place where your team and customer records will live.
Add another workspace
Use your plan allowance to keep another team or dataset separate.
Use Today to choose your next action
Read priorities without confusing recorded facts with predictions.
Read your Today workspace pulse
Use recorded priorities, workload, pipeline, and service facts to orient your team.
Invite a teammate safely
Give the right person access to only the intended workspace.
Add people and companies
Build a connected account view instead of scattered contact lists.
Start a Teamwork conversation
Choose a shared update, a customer record, or a private teammate discussion.
Share an existing meeting link in Teamwork
Bring a scheduled call into context without assuming LeadBin hosts it.
Plan with Calendar
See dated tasks across month, week, and day views, schedule a LeadBin meeting, and understand connected-event boundaries.
Start a LeadBin video call
Use a private in-app call and participant chat in an enabled workspace.
Import people without losing context
Review CSV or Excel rows, approve updates, and inspect the saved result.
Import companies from a CSV
Preview a company file and add only new records to the selected workspace.
Work from People and shared prospect lists
Find, update, and organize contacts across the full workspace.
Read a contact Journey
Understand saved touchpoints and the limits of connected activity.
Create and finish a follow-up task
Make ownership, timing and completion visible.
Change several tasks at once
Use the selected-task action bar for stage and assignee changes.
Move an opportunity through the pipeline
Track stages and amounts without treating a deal as booked revenue.
Read Pipeline Pulse and forecast inputs
Separate stage movement, recorded amounts and incomplete estimates.
Install a pipeline starter kit
Review an industry template and add only the parts your team needs.
Ask Scout about your 90-day pipeline
Get a grounded summary of saved deal inputs without mistaking it for a revenue prediction.
Save and share a proposal version
Create a reviewable PDF link, understand open evidence and revoke access when needed.
Act on a Revenue Rescue finding
Use evidence-backed prompts to recover a missed next step.
Publish a lead form
Capture an inquiry with reviewed fields and verified site access.
Qualify and route a new lead
Turn captured information into a reviewed sales next step.
Preview and publish a landing page
Pair a focused public page with a reviewed LeadBin form.
Prepare a campaign email safely
Review a consent-qualified audience and a dedicated delivery connection.
Create an internal task workflow
Automate repeatable work without silently sending customer messages.
Handle a support ticket
Keep issue ownership, status and actual responses together.
Review a dashboard or custom report
Choose the right cohort and inspect source-data coverage.
Set up QuoteBin for a workspace
Enable the extension and connect the right Stripe merchant before sharing payable documents.
Send a quote, then a separate contract
Keep a reviewed quote and buyer-approved agreement ahead of invoicing.
Issue an invoice without a quote
Bill agreed work directly from a reviewed QuoteBin draft.
Delete a draft or void an invoice
Choose the right action for an unissued draft or an unpaid Stripe invoice.
Track CRM work with TimeBin
Start a timer from a record and review where the hours went.
Read TimeBin contribution reports
Trace tracked effort and paid revenue to their source records.
Create and revoke an API token
Connect one workspace with the least access your integration needs.
Review owners and rename a workspace
Update a workspace display name without changing its records or ID.
Connect a personal sending mailbox
Send a reviewed one-to-one email from your own SMTP identity.
Review workspace access and audit history
Keep roles aligned with responsibilities as the team changes.
Understand mail and calendar pilot connections
Know the access and release limits before connecting an approved account.
Keep exploring.
Browse the FAQs for product questions or the developer reference for exact API behavior.