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changes.mady.by.user Sally Gan (Unlicensed)

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changes.mady.by.user Jason Tan

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There are 3 ways to add your prospects to the web app:

💡 Import Leads button in the web app (Bulk)

  1. Log into Engage AI web app here.

  2. Click on Engage in the side menu.

  3. Click Import Leads.

  4. Upload the CSV file containing your key prospects.

  5. Hit Submit.

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💡 Add New Lead button in the web app (Individual)

  1. Log into Engage AI web app here.

  2. Click on Engage in the side menu.

  3. Click Add New Lead.

  4. Paste your prospect’s LinkedIn profile URL.

    1. Correct URL: https://www.linkedin.com/in/jpctan/

    2. Wrong URL: https://www.linkedin.com/in/jpctan

  5. Hit Monitor Lead.

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💡 Add to List button on LinkedIn (Individual)

  1. Sign in to LinkedIn here.

  2. Visit your prospect’s profile.

  3. Click Add to List.

  4. If you’re signed into the web app, reload the page to update your prospect list.

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🗝 4 Ways to Save Key Prospects

  1. In bulk from a spreadsheet (Manual)

  2. Individually on LinkedIn (Automatic)

  3. Individually on the web app (Manual)

  4. In bulk and on-going with CRM integration

🔗 Discover More

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