Set up Adapt Leads: the Set up page

One page lists every set-up step with its real status and a button that opens the real thing.

GuideChecked 2026-10-10

The Set up page (side menu, Home area, Set up) gathers every set-up flow in one list. It builds no flow of its own and saves nothing: looking at it writes nothing. Each button opens the real page or wizard.

The Set up Adapt Leads page with its first cards
The Set up page. 1 Progress bar. 2 The step to do first. 3 Its button.

How to read it

Mark What it is
1 The bar and the title chip, such as "3 of 10 done".
2 The first step you have not done. It is marked Start here.
3 The button that opens that step.

Cards are grouped under headings and numbered. Each shows a status.

Status Meaning
Start here The first step still waiting on you.
Done Adapt can see you have done it.
Needs you Partly done. For example only your LinkedIn limits are saved, not your hours.
Not done Waiting.
Checking Still reading your account.
Could not check The read failed. Press Try again. Nothing was changed.
Not on this account This area is closed to your sign-in. It is not counted in the total.

A new account (made in the last three days) lands on this page once by itself, in that browser.

The cards, in order

Group Card Page
Who you sell to Who you sell to Set up: who you sell to
Find businesses Find your first businesses; Build a lead list Set up: find businesses and build a list
Email Connect a mailbox Set up: connect a mailbox
Email Write your first campaign Set up: write your first campaign
LinkedIn Add the Chrome extension Set up: add the Chrome extension
LinkedIn Your LinkedIn plan Set up: your LinkedIn plan
LinkedIn LinkedIn limits and hours Set up: LinkedIn limits and hours
Agents and calling Your agents Set up: your agents
Agents and calling Set up the caller console Set up: the caller console
Your workspace Set up your CRM Set up: your CRM
Your workspace Your logo and colours Set up: your logo and colours
Your workspace Connect your calendar Set up: connect your calendar

Under the LinkedIn cards a note points to the LinkedIn Dashboard, which has its own longer set-up list that includes posting.

Limits

  • The statuses come from what your account holds. Some can lag a few seconds after you save in another page.
  • The page does not set anything up for you. It only reports and links.