Getting started
The three steps new accounts complete before outreach starts.
When you first sign in, a Get Started checklist appears at the top of your workspace. It walks you through the three things we need before your agents can start working.
Open Lead Targeting and describe the people you want to reach. The more precise you are, the better the lead quality.
Open Messaging to read the connection request and follow-ups your agents will send. We supply proven defaults — edit them if you want the wording to sound more like you.
Open LinkedIn Senders to see the senders currently available. Pick the number your plan includes and submit them for assignment.
Each step has a Mark complete button next to it, so you can tick something off as soon as you're happy with it. When all three are done the checklist disappears and your account moves into review.
Still need help?
Our team will pick it up and reply by email.