Connecting senders and building sequences needs the Owner or Manager role. See Roles and Permissions.
Step 1: Connect a sender
A sender is a LinkedIn account or mailbox that sends your outreach.- Go to Senders → Connect sender.
- Choose LinkedIn, Gmail, Outlook or IMAP / SMTP.
- Read the notice, tick the consent box, and fill in the sender details.
- Click Open hosted login, or copy the link and send it to the account owner.
Step 2: Import leads
Go to Leads → Import and choose one of three sources:- Search URL: paste a LinkedIn or Sales Navigator people search. It runs over a few days, within the sender’s limits.
- CSV file: upload a spreadsheet and map its columns.
- Connections: import a sender’s existing 1st-degree connections.
Step 3: Build a sequence
Go to Sequences → New sequence, give it a name, and lay out the steps on the canvas. A typical first sequence looks like this:Step 4: Activate and enroll leads
- Click Activate. The pre-activation check validates your steps and reviews your copy.
- Click Enrol, choose your leads, and confirm.
Step 5: Watch the results
Open Reports after the first week. The Replies tab is the one to read first — it splits replies by intent, so you find out whether you are getting interest rather than just answers. See The Reports Page. You will not have to watch for problems: if a campaign quietly stops sending, or a sender is about to run out of leads, the platform tells you.What’s next?
- Invite your team
- Test two versions of your first message
- Personalise with profile data and AI lines
- Connect Claude to your workspace
- Warm-Up Best Practices for New Sender Profiles