Find your way around
What each item in the sidebar does, and why your sidebar may not look like someone else's.
Everything hangs off the left sidebar, split into two groups: Business Tools — the things you do every day — and Grow.
Business Tools
| Item | What lives there |
|---|---|
| Tasks | What you owe people, with due dates. Tasks with a due date also appear on your calendar. |
| Business | Proposals, Invoices, Projects, Schedule, Portals, Accounting and their settings. |
| Photos | Job photos and galleries. |
| Contacts | Your customer and lead database. |
| Conversations | Two-way SMS and email threads, one inbox. |
| Phone | Dialer, power dialer, voicemail, inbound and outbound IVR, voicemail drops. |
| Sending, templates and campaigns. | |
| Calendars | Booking calendars and appointments. |
| Automation | Workflows. |
Grow
| Item | What lives there |
|---|---|
| Referrals | The affiliate program and your referral links. |
| Website | Your marketing site, blog, SEO, forms, leads and chat widget. |
| Social | Scheduling and publishing to connected accounts. |
Why your sidebar might look different
Two reasons, and they are worth knowing apart because the fix is different.
Your plan. Some items are gated by what your subscription includes.
Your role. If you were invited into somebody else's account as a team member, the owner controls which sections you see and whether you can edit or only view.
If a section you expect is missing entirely rather than locked, that is not something you can switch on from your side. Email support@legendaryleads.co and say which section — it is usually a setting on the account rather than a fault.
The top bar
Search finds contacts and records. Alerts is your notification feed. Dialer opens the phone from anywhere without leaving the page you are on. Profile and Settings are your account, notification preferences and billing.
Where to go next
Still stuck?
Email us and a real person gets back to you — usually the same day.