A Simple Guide to Understanding the Samplead Dashboard
Your dashboard is your prospecting command center. Here's what each section does:
1. Home Overview of new suggestions, message status & key metrics.
2. Suggestions Approve or deny new prospects — Tinder-style!
3. Like the prospect but not the trigger? Click Review Message → Monitor to resurface them when a new trigger is found.
For more information about this feature, click here.
4. Prospects View all approved, monitored, denied & archived contacts.
For more information about this feature, click here.
5. Lists Upload and manage your own prospect lists.
This section lets you upload and manage your own prospect lists, allowing the system to process them and track results, including monitoring, contact status, and ICP matching.
For more information about this feature, click here
6. Campaigns : Create & manage outreach campaigns, test copies & ICP variations.
For more information about this feature, click here.
7. Messages
Inbox for all prospect replies. AI flags high-interest leads automatically.
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💡 Timezone: All activity shows in each prospect's local time — so you know the best moment to reach out and avoid contacting them outside business hours.
For more information about this feature, click here.
8. Triggers
Select the signals Samplead searches for. More triggers = more prospects.
For more information about this feature, click here.
9. Analytics
Track your full funnel: Contacted → Connected → Replied → Booked.
How does Samplead know if a prospect has scheduled a meeting? Find out more here
10.
Profile Settings Personal account-level settings — changes here only affect your own profile.
- Personal Info – Update name, email, company, timezone & photo
- LinkedIn Connections – Upload your connections to avoid messaging existing contacts
- Excluded Companies – Manage companies you want to skip from outreach
11. General Settings Organization-level settings — changes here affect all users under the account. Access it from the gear icon at the bottom-left corner of the dashboard.
- Integrations – Connect your CRM
- Profiles – Add, edit or remove team members
- Value Proposition – Helps Samplead improve prospect targeting accuracy
For more information about this feature, click here.