SocialLead Quick Tour

This introductory article will help you get familiarized with the different sections of the SocialLead platform, so you can make the most out of all the features available to you.

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Table of Contents

• Organization Hub

• My Inbox

• Team Inbox

• Outbox

• My Campaigns

• Sent

• Connections

• Settings

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Organization Hub

The Organization Hub (Org Hub) is the first screen you'll see upon logging in. This is your SocialLead homepage, and it gives you access to the most important information and links to ensure your campaigns are healthy.

Use the Org Hub to:

• Get insights and metrics into the performance of your prospecting

• Manage Team Members

• Manage Tags in your account

• Adjust your account Settings

• Manage Quick Responses

• Adjust Email Notification settings

My Inbox

As your campaigns continue to run, the My Inbox page will quickly become your go-to day-to-day operations center within SocialLead, and one of the pages to regularly visit.

Team Inbox

If you are a User with Administrative permissions, here is where you will find all the messages from other team members in your account.

Outbox

View messages currently queued to be sent from your LinkedIn account before they go out.

My Campaigns

The My Campaigns section is the nerve center of your SocialLead account. This is where the configuration for your messaging automation happens. We recommend checking this section regularly to make sure your campaigns continue to perform with the current configuration.

Use this page to:

• Navigate to and manage your specific campaigns

• Update automated messages, InMail Messaging, quick responses, time zone, and sending hours

• View all connections associated with each campaign

Sent

Messages manually sent and delivered to prospects via SocialLead (eg. through the Inbox) will be recorded in the Sent box once it has left the Outbox. You can filter by the contact name and order by Last Updated.

Connections

The connections page is your record of all the connections you’ve made while prospecting with SocialLead or who are associated with a nurture campaign.

Use this page to:

• View all of your connections

• Search leads by name, tags, status, and more

• Export a full or filtered list of connections as a CSV

Settings

The settings page contains all account-level configurations.

Use this page to:

• Change account information, password, and email notifications

• Manage LinkedIn account connection