Getting started

From a fresh workspace to your first Kampaign.

• Set up your workspace

  Verify your email, name the workspace, and import Kontacts. No card is required to begin with the free CRM.

• Connect a mailbox and LinkedIn account (your first seat)

  A paid Seat is one person's mailbox plus LinkedIn identity. Self-service sending requires an approved Connection and delivery approval.

• Import your first contacts from CSV

  Upload a CSV, map the columns, and let {brand}'s validation rules keep bad data out.

• Create a seat and define your ICP

  The ICP (titles, industries, sizes, and regions) guides Kampaign planning today and is intended to guide provider-connected Lead Sources if that planned capability is released.

• Prepare your ICP for Lead Sources

  Provider-connected Lead Sources are planned with no public release date. Prepare the ICP now, and use CSV import for your Kontacts.

• Launch your first Kampaign

  Pick a starter sequence, connect your accounts, enroll imported Kontacts, and save a setup-ready draft.

• Build and approve Kompass

  Complete Kompass, approve a locked version, and use it in Campaign Context.