Find your way around
A tour of the menu: what lives where in Adapt Leads.
The icons on the left open the sections. Each section opens its own list of pages beside the icons. Press ⌘K (or Ctrl K) any time to search for anything.
The sections
- Home. Ask Adapt, today's agenda, what needs your OK and what is going out. Notifications, Schedule and Reports live here too.
- The UK book. Businesses and Directors: the whole book, searchable.
- CRM. Dashboard, Leads inbox, Deals, Organisations, Contacts and Clients, plus Customise, Templates and setup, and Your stack.
- Lists. The lists you've built and shared. Press New list to start one.
- Adapt Insights. Agents, Feed, Analytics, Movers, Locations and Sectors.
- Outreach. Email outreach and LinkedIn outreach, each with its own dashboard, campaigns and inbox.
- Calling. The Caller Console and Call now.
- Settings. Plan and billing, settings, and help.
The Get started checklist at the bottom of the menu shows what's left to set up. Dismiss it whenever you like.
Keep reading
Create your account
Read Start free with no card, and land in the app with the whole book open.
Run your first search
Read Pick who you sell to and where, watch the count, and open a business.
Read a record
Read What each part of a business's page tells you.
Still stuck?Email us and a person will reply, usually within one business day.
Contact us