Add contacts β existing connections or new prospects
Go to Add contacts and add people one at a time, paste a list, or upload a .csv file straight from a Sales Navigator or LinkedIn export. Either way, you'll be asked one key question: is this person already a 1st-level connection you're uploading to organize, or a new prospect who needs a connection invite? That single choice decides which pipeline they go into β existing connections skip straight to messaging, new prospects go into the invite queue β and the two never mix.
Tip: uploading your existing network? Choose "Already a 1st-level connection" so nothing gets an unnecessary invite. Uploading a fresh list to prospect? Choose "New prospect."Send connection invites β from a separate tab
New prospects live entirely in the Invites to send tab, kept apart from your 1st-level connections. Click Send invite on a row, or use Start invite queue to go through everyone at once. This copies your invite note (set it up under Scripts & settings) so you can paste it into LinkedIn's "Add a note" box, then come back and confirm.
Watch the weekly counter at the top of Invites to send β LinkedIn's safe limit is roughly 90 invites per rolling 7 days. The app warns you before you go over.Track acceptance β no follow-ups needed while you wait
A pending invite has no messaging or follow-up actions at all β there's nothing to do but wait. When LinkedIn notifies you someone accepted, find them under "Awaiting response" and click Mark accepted. They're instantly and automatically promoted into 1st-level connections, in the "Connected via invite" tab. If they ignore or decline, click Mark declined instead β no manual cleanup required either way.
Message your connections
The messaging pipeline only ever shows up for people who are actually connected β either an existing connection you added directly, or a prospect whose invite you marked accepted. Click Copy message to copy the first-message script, paste it into LinkedIn chat, send it, then come back and confirm. This starts the follow-up clock.
Follow up on schedule β or adjust it any time
Each connected contact has a "follow up after (days)" timer. Once it's due, they show up under Needs attention on the Dashboard with a Follow-up button. Use Start send queue to work through everyone who's due, one at a time. If someone's worth reaching out to sooner, click Send follow-up early on their row β no need to wait for the due date. You can also click Reschedule on any connected contact to move their next follow-up to a specific date, earlier or later.
Stay organized with tags, categories, and campaigns
Use Tags (comma-separated, added when creating or editing a contact) for flexible labels like "warm," "decision-maker," or "referral" β then filter by them from All contacts with the searchable Tags filter. Use Campaign type for broader groupings like "Q3 Recruiting" or "Sales Navigator Prospecting." Both can be created and managed in advance from Scripts & settings β Manage tags / Manage categories, so they're ready to pick from rather than only appearing after you've typed them once.
Track deals with the Pipeline
The Pipeline tab is a separate layer for tracking actual deals or opportunities β not the same as a contact's simple deal value. Create an opportunity from scratch, or click + Pipeline on any contact row to link one automatically. Move cards through your stages (Prospecting β Qualified β Proposal β Negotiation β Won/Lost). You can run multiple pipelines side by side β for example, one per campaign or project β using the pipeline switcher at the top, and each pipeline's stages (other than Won/Lost) are yours to rename, reorder, add, or remove under "Edit stages."
Keep track of everything else with Tasks
Not every to-do is tied to a specific contact. The Tasks tab is a simple, general-purpose reminder list β add a title and an optional due date, and overdue items are flagged automatically. It's intentionally separate from the outreach pipeline so it stays useful for anything else on your plate.
Log replies and close out
As soon as someone responds, click Mark replied β it records which touchpoint got the reply. When a lead is fully handled (converted, not interested, or the thread ended), click Mark done so it stops needing attention. If you need to pause someone's follow-ups without closing them out entirely β select them and use Stop follow-ups from the selection bar (or the row itself); resume any time.
Back up your data
Your contacts, pipeline, and tasks all live in the app's database and sync automatically β but it's good practice to export a full backup (.json) regularly from Settings, especially before a large bulk import. Use "Restore from backup" if you ever need to bring a previous state back; the app takes an automatic safety snapshot before doing so, on top of your manual backups.