No connectors yet
Go to Settings → Data to upload a LinkedIn Connections CSV, or use the "+ Add Connector" button above
No connectors yet
Go to Settings → Data to upload a LinkedIn Connections CSV, or use the "+ Add Connector" button above
No connectors in the pipeline yet
Go to Find Connectors and use "Move to Pipeline" to add connectors here
Match your CSV columns to the required fields
| Full Name | LinkedIn URL | Company | Position |
|---|
Add, edit, or remove stages (2-7 stages allowed)
Edit your workspace name or delete the workspace entirely. You can also create a new workspace from here.
Deleting a workspace removes all of its connectors, prospects, reminders, members, and history. This cannot be undone.
Upload a LinkedIn connections CSV file to add connectors to your mapping tool.
Download all connectors and prospect wishlists as a CSV file.
These templates follow the referral workflow stages. Click to edit.
Add up to 5 custom templates for your outreach.
This information is used to auto-fill placeholders in templates.
These tags are available by default and cannot be removed.
Create up to 10 custom tags to organize your connectors.
Create boolean search filters to find specific prospects in your connectors' networks. These filters will be applied when you click "See Connections".
Enter titles or keywords, separated by commas. Use quotes for exact phrases.
Enter titles to exclude from results, separated by commas.
Select a video from the sidebar to get started
Available placeholders: {{CONNECTOR_FIRST}}, {{CONNECTOR_NAME}}, {{WISHLIST}}, {{YOUR_FIRST}}, {{YOUR_NAME}}, {{YOUR_COMPANY}}, {{YOUR_LINKEDIN}}, {{YOUR_BIO}}
Your profile info is used in the intro templates. You may want to fill in:
Choose which prospects your connector has agreed to introduce you to.
These bios will appear in the intro templates your connector uses to make introductions. Edit as needed.
Select prospects above to edit their bios.
Review and edit the email below, then send it to your connector.