The friendly, step-by-step guide to Leads Lord

1→2→3Follow these steps

1. 1

   Find

   You tell the app what kind of companies you care about. The Leads area helps you discover rows of businesses and contacts—like picking players for your team before the game.

2. 2

   Write

   You don’t start from zero. Templates give you a nice email layout or WhatsApp wording already written. You swap in names and details so each person feels personal.

3. 3

   Send

   Email goes through your real Gmail or Outlook (or SMTP). WhatsApp uses your phone’s WhatsApp after you scan a QR code once—like pairing a remote control.

4. 4

   Watch

   Outreach shows if sends are waiting, running, or done. History is your scrapbook of what you already sent, so you can copy a winner again.

5. 5

   Repeat smarter

   Sequences let you plan follow-ups like chapters in a book—touch 1, touch 2—without forgetting who got what.

1→2→3Follow these steps

1. 1

   Open Leads

   Go to Leads from the app menu. Think of this page as your library shelf of possible customers.

2. 2

   Choose filters

   Narrow by things that matter to you—services, location, whether they show email or phone, and more. Each filter is like turning a knob on a radio until the station sounds right.

3. 3

   Let the system search

   Run the search. The table fills with rows. Each row is one company or contact card you could message.

4. 4

   Tick the rows you want

   Use checkboxes to pick people. On strong plans you can select many at once (for example hundreds in a batch)—handy when you already trust your filters.

5. 5

   Send them to outreach

   Use the actions your plan allows—send toward Email or WhatsApp, or export if you need a spreadsheet. The idea: don’t re-type those rows by hand.

1→2→3Follow these steps

1. 1

   Connect your mailbox first

   In Settings → Email, link Google, Microsoft, or SMTP. This is like plugging in your own return address stamp—people see mail from *you*, not a stranger.

2. 2

   Open Email → Compose

   Pick which address sends today. Add To emails or upload a CSV with an email column. If your file has a name column, the app can say Hi *Name* automatically.

3. 3

   Choose or build a message

   Type fresh or open Template Library for a designed starter. Use Preview so you see what the eyeballs will see before anything goes out.

4. 4

   Optional note & color

   You can tag this batch with a private note and a color dot—only for your team, like a sticky tab so you recognize this campaign later in history.

5. 5

   Send or schedule

   Send now starts the train. Schedule picks a future time—like setting an alarm for the exact moment you want mail to leave. Big lists use a queue so the app doesn’t stumble.

6. 6

   Peek at History

   Email history shows what went out. Open a row for full preview so you remember the exact words—no guessing.

1→2→3Follow these steps

1. 1

   Show the QR code

   On the WhatsApp page, ask for a QR. Your computer shows a picture; your phone’s WhatsApp app scans it under Linked devices. That handshake proves “yes, this is my WhatsApp.”

2. 2

   Wait for “Connected”

   Don’t send until status says Connected. If it drops, scan again—phones sometimes nap or log out.

3. 3

   Add phone numbers

   Type numbers with country code (+1, +44…) or upload a spreadsheet with a phone column. Think: one sticker per phone number.

4. 4

   Write your message

   Use the composer: bold uses *asterisks* in WhatsApp style. Insert an image link if you uploaded a picture. Add Load starter message to paste example copy, then edit.

5. 5

   Save your own templates

   When you like a message, save it as a template so your team can reuse the same winning wording next week.

6. 6

   Send or schedule

   Hit send for now or pick a time—same idea as email. The queue keeps order so you’re not spamming yourself with errors.

7. 7

   History

   WhatsApp history is the scrapbook for past blasts—who got what, when.

1→2→3Follow these steps

1. 1

   Email: open Template Library

   In Email, switch to Template Library. Tabs group styles: e-commerce, sales, events, nurture, real estate, agencies, and more.

2. 2

   Pick one and load

   Click a card to load it into Compose. You’ll see a full HTML layout—headers, buttons, sections—not a boring plain paragraph.

3. 3

   Swap merge tags

   Placeholders look like {{name}} or {{company}}. They drink from your CSV columns. Column Product Name becomes {{product_name}}—snake_case magic.

4. 4

   WhatsApp: starter dropdown

   In WhatsApp, use Load starter message—groups like Sales, E‑commerce, Real estate. One click drops sample text; you shorten or spice it up.

5. 5

   Save your version

   Email lets you save custom templates. WhatsApp too. That’s how “our house style” lives in the app.

1→2→3Follow these steps

1. 1

   Prepare a spreadsheet

   Columns need clear headers: email, name (or first_name / full_name), optional title / job_title for role-based lines, plus anything custom—city, offer, etc.

2. 2

   Key people from Leads

   When you send from My Leads or AI Discovery, each email or WhatsApp number is matched to a contact on that company when possible—so {{name}}, {{title}}, and {{company}} can reflect the right person, not only the company inbox.

3. 3

   Upload in Email or WhatsApp

   The app reads headers and shows which {{tags}} you can use. If you don’t see a tag, check spelling and re-upload.

4. 4

   Drop tags in subject and body

   Use the same tags in subject and body. Each person gets their row’s values.

5. 5

   Watch for empty cells

   If someone’s company cell is blank, that tag might send empty air—plan important fields carefully.

1→2→3Follow these steps

1. 1

   Open Outreach

   Click Outreach in the app. This is mission control for batches *and* longer plans.

2. 2

   Understand sequences

   A sequence (or flow) is more than one planned touch over time—not just one blast and silence.

3. 3

   Seed from a winning email

   From Email history, you can create a sequence so your best subject and body jump into Outreach without retyping—like copying your best homework answer to a new worksheet.

4. 4

   Edit steps inside Outreach

   Add steps, adjust timing, choose email or WhatsApp steps where your product allows. Each step should feel like a natural next sentence in a conversation.

5. 5

   Launch and watch

   Run it and watch progress like a cartoon loading bar—except it’s your pipeline breathing.

1→2→3Follow these steps

1. 1

   Send creates a job

   Big sends create a job you can see in Outreach. Small tests might feel instant; large ones show progress numbers.

2. 2

   Queued = waiting

   Queued means the train is at the platform—starts when it's that row’s turn.

3. 3

   Running = sending now

   Running means messages are flying. You can keep working elsewhere; the server keeps chugging.

4. 4

   Scheduled = future o’clock

   Scheduled is you saying “wake me at 9am Tuesday.” Good for politeness and timezone sense.

5. 5

   Done = check history

   When finished, peek Email or WhatsApp history for proof and previews.

1→2→3Follow these steps

1. 1

   Open Email or WhatsApp history

   Each area has a history tab or page. Rows are past batches or messages.

2. 2

   Preview exactly what left

   For email, open full preview—loads the real body so you’re not guessing from a tiny snippet.

3. 3

   Resend batch

   Resend fills compose with the same copy and recipient style—tweak if you need a second wave.

4. 4

   Create sequence from email

   From a batch, start a sequence so the story continues in Outreach with structure—not just one hit.

1→2→3Follow these steps

1. 1

   Look for “Guide” or book icon

   On Email and WhatsApp screens, open the guide dialog when you’re stuck.

2. 2

   Search keywords

   Type plain words: schedule, bold, image, connect. Matching sections stay; others hide.

3. 3

   Read colored blocks

   Sections use colors so your eyes find topics faster—like chapters with different covers.

4. 4

   This web page too

   The Product guide (`/guide`) is the long picnic version; in-app guides are the snack-size cards for that one screen.

1→2→3Follow these steps

1. 1

   Send from your real identity

   Connect Gmail or Outlook so From matches who you really are—like signing your own art homework.

2. 2

   Clean your list

   If an address hard bounces (doesn’t exist), stop mailing it—like removing a wrong number from your party invite list.

3. 3

   Learn the green tips card

   Email shows a Deliverability card you can expand—words about SPF, DKIM, DMARC are just “ID badges” proving you’re not a faker.

4. 4

   Warm up big dreams slowly

   New domain? Start small, grow sends over days—like training wheels before downhill biking.

1→2→3Follow these steps

1. 1

   When status says “meeting”

   On some email records, when things move to meeting scheduled, you can set a reminder so your future self gets pinged.

2. 2

   Pick a time that fits you

   Choose when the nudge should fire—before the call, day of, etc., depending on what the form offers.

1→2→3Follow these steps

1. 1

   Open Settings

   Your profile and connections live under Settings.

2. 2

   Plans tab

   Plans shows what you’re allowed to do this month—like a scoreboard cap.

3. 3

   Email accounts

   Add or remove Gmail, Outlook, SMTP senders here.

4. 4

   Team (if enabled)

   Some teams invite coworkers so everyone shares one workspace—like one clubhouse, many players.

1→2→3Follow these steps

1. 1

   Monday — connect mail

   Link one Gmail or Outlook; send a test email to yourself. Smile when it arrives.

2. 2

   Tuesday — WhatsApp handshake

   Scan QR, see Connected, send a test to your own second phone if you have one.

3. 3

   Wednesday — small lead slice

   Pull a tiny list in Leads—20 good fits beats 20,000 maybes.

4. 4

   Thursday — template + merge

   Load one email template, plug {{name}}, send that slice. Load one WhatsApp starter, same list if appropriate.

5. 5

   Friday — read history

   Open history, preview what went out, note reply rate. Resend or start a sequence only after you like the story.