Find your way around Pipelio
The left sidebar has two areas, CRM and Dialer. The top bar holds search, calling and notifications. Your account menu and Settings are at the bottom left.
The left sidebar
At the top of the sidebar is a switch between two areas of the app:
CRM is where you manage leads and deals.
Dialer is where you run calling campaigns and review call logs and voicemail. See The Dialer: campaigns, call logs and voicemail.
Below the switch is Add Lead, and an icon for Message anyone, which starts a text to any person or number.
The CRM area lists:
| Item | What it is for |
|---|---|
| Home | Your dashboard: what needs you now, recent calls, pipeline value |
| Inbox | Texts, calls and voicemail with your leads, in one place |
| Leads | Every lead you can see, with search, filters and saved views |
| Pipeline | Deals moving through stages |
| Tasks | Your to-dos, linked to leads |
| Reports | Charts for sources, pipeline and trends |
| Team | Members, invites and permissions. Admins only |
Two more items appear only when they apply: Lists, once your leads carry list names from a lead provider, and Buyers, once you have saved at least one buyer.
At the bottom of the sidebar are Settings, Support and your account menu.
The top bar
Search. Type in the search box, or press Ctrl+K (Cmd+K on a Mac), to Search leads and pages.
Call. The phone button opens the dialer for making calls.
Notifications. The bell shows new leads, calls, messages and overdue follow-ups.
Upgrade appears if your workspace is not on Pipelio Pro.
Your account menu
Choose your name at the bottom left to find Account settings, Workspace settings, Show me around (the product tour), the Dark mode switch and Log out.
Last reviewed October 1, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.