Set up your sales team and the companies you reach in Settings

What this solves

Setting up Sales meant visiting several places in an unwritten order, and nothing showed which step was missing or where to do it.

What changed

• Settings opens with two tracks, Your sales team and Who you reach. Each step shows where you stand and what to do next, right on the page.
• From Your sales team you invite teammates, see each person's progress (signed in, LinkedIn, voice, seat) and turn on sending for each rep once they are ready.
• From Who you reach you edit your profile's roles, choose which profile research looks for, add companies, see the people found and choose who is contacted.
• When no profile is chosen for research, research now looks for your primary ideal customer profile's roles.
• Making a profile primary now works; the previous primary is switched off automatically.
• The setup link opens the right workspace and brings a teammate back to Sales after they sign in. Invitations sent from Sales say they are for your Sales team.
• The checklist on Mission Control and the empty pages now link to the right step.
• Approvals now sits inside Inbox, next to Replies and Comments. Old links still work.
• Campaigns shows each campaign's results: invited, accepted, replied and meetings, with their rates.
• In Inbox, a conversation shows the comments on the person's posts next to the messages, and any draft waiting for approval.
• On a target's page, Grow opens beside the page on that person.
• Below the setup, How Sales works groups the remaining settings in three. LinkedIn accounts and limits are now on Sales Force.

Where to find it

Open Outreach in the sidebar, then Settings. The setup checklist on Mission Control links to each step with Open setup.

Useful for

Admins rolling out Sales to a team, and anyone setting up who Sales should reach.