🚀 Onboarding Guide

In this guide, you'll get everything you need to know to get started with Leadfwd for Building Pipeline and Automating Outbound Engagement. Whether you're a solopreneur, founder, sales manager or sales rep -- we've created the best content to help you get things started.

If you haven't already done so, please give this article a read: 👉 New Users, Start Here There's a lot of good insights to consider as you start setting up Leadfwd to scale.

• Team Management

  • Invite Users
  • Roles & Permissions

• Contact Management

  • Import New Contacts from a CSV
  • Update Existing Contacts with a CSV
  • Add Contacts to Leadfwd from Third-Party Apps
  • Verify and Validate Email Addresses
  • Custom Data Field Properties
  • Search for Contacts
  • Segments
  • Tags
  • Timeline Profile History
  • Record Status and Engagement Status

• Connect Email Accounts

  • Microsoft Outlook 365 (Oauth)
  • Google Workspace using App Passwords or Oauth
  • Any Custom IMAP or SMTP service

• Customize Email Account (Mailbox) Options

  • Enable Ramp Up Mode (Organic Warm Up)
  • Configure BCC Email Addresses
  • Setup Sender Signatures
  • Set a Daily Sending Limit
  • Set Delays Between Emails
  • Add Mailbox Tags
  • Assign a Branded Link Domain (Custom CNAME)

• Connect OpenAI ChatGPT (optional)

  • Generate Icebreakers using LinkedIn Insights + ChatGPT
  • Add Inline ChatGPT Prompts to Email: Let Gen AI Personalize Every Email Sent 

• Enable Chrome Extension (Leadfwd Sidebar)

  • Install Leadfwd Sidebar
  • Create Custom Manual Task Types, Outcomes and Objections
  • Prospecting and Building Pipeline with LinkedIn or Sales Navigator
  • Managing your Contacts
  • Access Contact Timeline Profiles and Engagement History
  • Enroll Contacts or Unenroll Contacts in Sequences
  • Add Contacts to Leadfwd using Pipedrive, HubSpot, Salesforce or SugarCRM

• Build a Pipeline

  • LinkedIn Prospector
  • Email Finder

• Multichannel Outreach

  • Getting Started with Sequences
  • Create a New Sequence
  • Add Sequence Steps
    • Email
    • SMS
    • Voice
    • Manual Tasks
    • LinkedIn Tasks (View Profile, Send Connection Request or Direct Message)
    • Trigger Webhook (Zapier / Pabbly / Make / Custom Webhook)
  • Cold Email Launch Guide 
  • Enroll or Unenroll Contacts in a Sequence
  • Get Alerts when a Prospect Replies to an Email
  • Forward Sequence Email Replies to a Slack Channel 

• Measure, Respond, Optimize and Automate

  • Sequence Insights
    • Sequence List View
    • Sequence Management View
    • Enrolled, Working, Pending, Ended Views
    • Contact Sequence Activities
    • Email Insights
      • Opens, Clicks, Bounces, Opt-outs, Downloads
      • Emails Sent (History)
  • Unified Inbox
    • Filter by Mailbox, User, Sequence Purpose, Tag or Owner
    • Reply to Prospects
    • Enroll in a Sequence
    • Tag and Organize Responses
  • Automation Workflows (IF THIS, THEN DO THIS)
    • Getting Started with Automation
    • Create Rulesets for Sequences