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, Instagram or WhatsApp account, or a mailbox, that sends your outreach.- Go to Senders → Connect sender.
- Choose LinkedIn, Instagram, WhatsApp, Gmail, Outlook or Other email.
- Tick the box confirming you have the account owner’s permission, and fill in the account details. A WhatsApp number also needs its age confirmed (6 months or more).
- Click Connect LinkedIn (or Connect Instagram, Connect WhatsApp, Connect Gmail and so on) and sign in on the secure page, or click Copy sign-in link and send it to the account owner. WhatsApp shows a QR code to scan from the phone.
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. Pick a template or build from scratch, give it a name, and add steps with the + buttons on the canvas. A typical first sequence looks like this:Step 4: Activate and enroll leads
- Click Activate. The final check validates your steps and reviews your copy.
- Open the Leads tab, 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
- Connect ChatGPT to your workspace
- Warm-Up Best Practices for New Sender Profiles