Skip to main content

Recommended first steps

Use this path when setting up a new LeadsParrot account.

1. Review account and workspace setup​

  1. Open Account Settings and confirm account details.
  2. Open Workspaces and create or update workspace names.
  3. Open Profile Settings and choose the display timezone you want to use.

2. Build your first audience​

  1. Open Lead Finder to search for leads, or open Import Leads to add known leads.
  2. Save useful search filters as a saved search.
  3. Add selected search results to a Lead List.
  4. Open the Lead List and confirm the imported fields.

3. Prepare domains and email accounts​

  1. Open Email & Domain Setup.
  2. Use Set up domains and emails, preview the setup paths, then select one to open its setup details.
  3. Verify domains and DNS records where required.
  4. Open Email Accounts and confirm sending accounts are connected or ready.
  5. Open Domains & Deliverability when you need to review domain ownership, workspace assignment, DNS health, or domain pause/resume state.

4. Create a campaign​

  1. Select the workspace where the campaign should live.
  2. Open Campaigns.
  3. Create a campaign.
  4. Assign one or more Lead Lists.
  5. Build, preview, and test the sequence.