Start here
Quick start, your first week, and setting up.
- What is Adapt LeadsAdapt Leads is where you find UK businesses, check their contact details, reach them by email, LinkedIn and phone, and track the replies.
- Quick start: your first ten minutesCreate your account, set who you sell to, run a search and make a list in about ten minutes.
- Your first week with Adapt LeadsA suggested order for the first five working days, from searching to your first outreach.
- How the app is laid outThe app has a dark icon rail, a side menu for the area you are in, a top bar with search, and the page itself.
- Use search and the command palettePress Ctrl or Cmd and K, or the / key, to jump to any page or start an action.
- The Get started chip and the guided tourThe Get started chip counts your set-up steps; the 5-slide tour explains the loop.
- Set up Adapt Leads: the Set up pageOne page lists every set-up step with its real status and a button that opens the real thing.
- Set up: who you sell toSave the sectors, sizes and places you sell to, so Adapt Insights, your agents and Find use one answer.
- Set up: find businesses and build a listRun a first search in the UK book and save the businesses you want as a list.
- Set up: connect a mailboxConnect the inbox you send email from, then warm it up. Needs Adapt Outreach to be open for your sign-in.
- Set up: write your first campaignWrite the emails and choose who they go to. Nothing sends until you approve it.
- Set up: add the Chrome extensionDownload the extension, load it in Chrome and sign in. It does your LinkedIn work in your own browser.
- Set up: your LinkedIn planSay who you want to reach on LinkedIn and how often you will post.
- Set up: LinkedIn limits and hoursSave your daily LinkedIn limits and working hours, or the extension uses its own standard ones.
- Set up: your agentsAgents start from your saved feed. Describing your own business to them is not connected yet.
- Set up: the caller consoleSet up the floor once: who you sell to, teams, who calls, the call, and what you sell. Operator accounts only.
- Set up: your CRMStart from blank, a basic CRM, a sector template or ours, and choose your fields.
- Set up: your logo and coloursChoose a logo and colours. They are kept in this browser only for now.
- Set up: connect your calendarLink Google Calendar so Ask Adapt can see your day. Google events do not show on Home or Schedule yet.
- Sign up and sign inCreate an account with Google or email, or sign in. Public sign-up is closed for now.
- Reset a forgotten passwordAsk for a reset link by email. It works for one hour.
- The sign-up questions explainedWhat each sign-up question is for, which answers are saved, and what the app does with them today.
- The five spoken questions at sign-upAnswer five questions out loud so Adapt can measure how you speak. Needs your microphone.