Your PhantomBuster Dashboard is the central point for managing Phantoms and Flows, your Lead Lists and overall account settings. This guide will give you an overview of navigating your Dashboard section of your Workspace.
How is your PhantomBuster workspace organized?
The PhantomBuster workspace is divided into four main areas:
💡The default view when you log into your account will be the Dashboard view.
- Navigation Menu: Switch views between your main Dashboard, Leads lists (LinkedIn leads) and Phantoms and Flows (Solutions) views.
- Account management and resources navigation: Check resources, access help center and manage your account.
- Phantoms and Flows: Overview of available slots and existing Phantoms and Flows.
- Filters: Apply filters to find and manage specific Phantoms or Flows.
1. Navigation Menu
The navigation menu gives you access to three areas inside your workspace.
Dashboard
When you log into your account, you will be automatically directed to your main Dashboard view. You can get back to this by clicking Dashboard at any moment.
The Dashboard view is where you get an overview of your Phantoms and Flows. You will see available slots as well as all the Phantoms and Flows currently in your account.
💡 Available Slots are counted based on the total number of Phantoms and Flows in your account, irrespective of them running or not. The number of slots occupied by each Phantom or Flow is displayed in the top right corner or each Phantom or Flow card.
LinkedIn leads (lead lists)
The LinkedIn leads view is where you can view and manage your lead lists.
💡 Lead lists are automatically created as outputs of your running LinkedIn Phantoms, based on the scraped data. Check out the full list of compatible Phantoms and Flows that are compatible with LinkedIn leads lists.
What you can do inside the LinkedIn leads view:
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Create new lists based on existing records by clicking the "+” sign on the left side panel. This will open a modal that lets you filter our the leads you want to add to your new list.
- Export lead lists as CSV files
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Launch new Phantoms to enrich, engage, find emails or send data to HubSpot.
Solutions (Phantoms and Flows)
The Solution page is where you can browse available Phantoms and Flows.
What you can do inside the Solutions view:
- Discover available pre-built Phantoms and Flows. Use the left-side Filters to narrow down the list, or check our most used ones at the top of the screen.
- Learn more about each Phantom or Flow by clicking the Learn More button inside each card.
- Add a new Phantom or Flow to your account by clicking Use Flow or Use Phantom inside each card. This will take you to the settings page of the respective Phantom or Flow and will add the newly created Phantom or Flow to your Dashboard.
2. Account management and resources
On the top right corner you will see the account management and resources section. This gives you an overview of your account resources and easy navigation to resources and account management.
- Quickly check the Execution time left for the current month. To get more details about available resources on your plan, click on the icon and navigate to the Usage page.
- See news and product announcements by clicking the What's new button.
- Launch our in-app Help Centre by clicking Resources.
- Access User and Workspace settings, Proxies, and Billing by clicking on the dropdown menu available next to your user name.
3. Phantoms and Flows
To view the full list of Phantom and Flows active in your account you need to navigate to the Dashboard view. This automatically loads every time you log into your account.
What you can do inside the Dashboard view:
- Use Filters or Search on the left side of the Dashboard to find specific Phantoms or Flows in your account.
- Quickly turn Phantoms or Flows ON and OFF.
- Use the three dot menu of each Phantom or Flow to Edit Setup, Rename, Duplicate, See Phantom info (logs) or Delete.
- Group Phantoms and Flows together by drag and dropping them on top of each other. This helps you properly organize your Phantoms and Flow that are part of a campaign.
💡 Grouping Phantoms and Flows helps with keeping your workspace organized. Think of it as putting multiple documents inside the same folder. If you wish to trigger Phantoms and Flows sequentially you will need to chain them and build automation sequences.
4. Filters
The left side Filter panel allows you to search among existing Phantoms and Flows inside your account. You have several options:
- Filter by launch type: See only Phantoms and Flows with Manual or Automatic launch settings.
- Filter by activity: See Running, Enables, Paused or In Error Phantoms and Flows.
- Filter by strategy: See Phantoms or Flows in a specific category based on the output and actions they provide.
- Filter by platform: See only Phantoms or Flows running on specific platforms.
💡 Filters are active both inside the Dashboard and Solutions views. Use filters inside the Dashboard view to search your Phantoms and Flows or inside the Solutions views to search all available Phantoms and Flows.
Related guides
How to Choose The Right Phantom or Flow
How To Set Up Your Phantoms and Flows
How to Chain Phantoms and Flows to Create Automated Sequences
You can contact Support at any time for additional details on your PhantomBuster workspace.