Projects
Go to Projects to view all projects in your workspace.
Project List
The table shows the project name, description and number of contact lists. Click a project to open its details.
Create a Project
- Click + New in the top right
- Fill in the Project Details modal — three steps:
Step 1 — Details
- Project Name (required, up to 200 characters)
- Description — brief project description
Step 2 — Members
- Add team members who will have access to the project
Step 3 — Senders
- Link LinkedIn sender accounts for outreach in this project
- Click Create on the final step
Project Context Menu
Click … next to any project in the list:
| Action | Description |
|---|---|
| Copy ID | Copy the project's unique ID |
| View Tasks | Go to this project's task list |
| View Pipeline | Open the project funnel |
| Settings | Go to project settings |
FAQ
Can I rename a project after creation?
Yes. Go to Project Settings → General → change the Project Name → Save.
How to add a new member to an existing project?
Click … next to the project → Settings → Access tab → + Add → enter the member's email.
How to link a LinkedIn account to a project?
Click … → Settings → Senders tab → + Assign → select accounts. Accounts must first be connected to the workspace via the Senders section.
Can I delete a project? Will data be lost?
Yes, but deletion is permanent — all data, contacts, tasks and settings are removed. Use Delete Project in Project Settings → General → Danger Zone.
Can I view a project's Pipeline and Contacts from the Projects list?
Yes. Click … → View Pipeline or View Tasks — the relevant section opens, already filtered to this project.