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This walkthrough gets you from a new workspace to your first reviewed leads. It stops before anything is sent: finding and scoring leads is safe to try, and sending stays a separate, deliberate step.
Before your team sends anything, three things need to be right: who can use the workspace, who is allowed to send, and which LinkedIn and email accounts are connected. This article shows where each is set.
Clear responsibility helps prevent duplicate outreach, missed replies, unsafe activation, and unclear decisions. If your team uses lists, campaigns, trackers, or replies without named owners, it becomes easy for the same person to be contacted twice, for a campaign to be activated without a final check, or for replies to sit unanswered.
The free Signalist browser extension puts your lead panel right inside LinkedIn. On a profile you see whether the person is already in Signalist, their score and your history with them, and you can add them to a list or campaign without switching tabs.
Archive a list you no longer work with. An archived list keeps its leads, but it does not run and it is hidden from your list overview. Unarchive it when you want to work with it again.
Columns add your own information to a list's lead table: a note, a number, a link, a checkbox, a random value, or an enrichment such as AI Prompt or Deep Research . When you create a Text or enrichment column, you also choose which leads it is filled for.
Choose your list source by starting with what you already have and what you want the list to do next. If you begin with the source name alone, it is easy to pick something too broad, too narrow, or not available in your workspace.
LinkedIn activity can help you build timely lists from profile visits, followers, events, posts, engagement, or prepared LinkedIn URLs. Use the source that matches the specific signal, then qualify the people before you treat them as outreach candidates.
Use AI Company Search to describe target companies in natural language, and use news or signal monitoring to watch for specific events. Both work best when your prompt is verifiable, your exclusions are explicit, and each result has a defined review or follow up action.
Upload an Excel file (XLSX) when you already know which people, companies, or job titles you want. Signalist matches each row, enriches it, and scores the leads. A clean file and the right upload type make the difference between a useful list and a lot of "Not found".
Create an event list from the most reliable input you already have: a prepared file, a supported LinkedIn event, or a clearly scoped request to the Scraping Service. Choose the route first, then qualify the people or companies before planning outreach.
Signalist keeps every person you work with in one place, across all your lists, and makes sure people who must not be contacted never are. This article covers where your contacts live, how the blacklist and competitor list work, and how Signalist avoids contacting the same person twice.
Use jobs, job changes, funding, mergers and acquisitions, and re engagement as reasons to review an account or contact. These events can create useful context, but none of them proves buying intent on its own.
Signalist's AI writes your messages from what it knows about the lead, your company, and your rules. You shape the result in four places: the Copywriting page, your personal copywriting settings, the Templates page, and AI snippets inside a message.
The Knowledge Base tells the AI what you sell, to whom, and why it matters. Signalist builds a first version for you from your answers and your website. Review it, correct what is wrong, and approve it, because your AI messages and research draw on it.
Write Deep Research prompts around a decision: qualify an account, verify a signal, identify the relevant role, or find a factual conversation angle. A focused prompt produces more useful results than an open ended request to research everything.
Every scored lead gets one grade: P1 , P2 , P3 , DQ , or ? . The grade says how well the lead fits the companies and people you defined under Lead Scoring . It is calculated from points, so you can always trace why a lead got its grade.
Lead scoring decides how well each lead fits the companies and people you sell to, and gives every lead a grade: P1 , P2 , P3 , DQ (disqualified), or ? when it could not be scored. You set it up on the Lead Scoring page in the sidebar.
Signalist can add the signature of the sending mailbox to your emails: to campaign emails and to the emails you write yourself. One setting decides it for your whole company, and every email draft lets you change it for that one message. The signature never appears twice.
The Inbox holds the leads who replied. The Outbox holds everything you are sending or have sent that has not been answered yet. A lead moves from the Outbox to the Inbox as soon as they reply.
Signalist sends email from your own mailbox. How much goes out, and when, depends on three things: the mailbox's daily limit, the campaign's sending window, and the delay you set on each campaign step.
When messages stop going out, Signalist usually tells you why: on the Dashboard, on the lead in the Outbox, or in the campaign itself. Check those places first, and do not duplicate or restart the campaign, because that hides the cause and can lead to duplicate outreach.
LinkedIn watches how much an account sends and how many invitations stay unanswered. Keep your volume moderate, send to people who fit, and let Signalist take care of the rest: it spaces out actions, skips people you are already connected with, and can withdraw old invitations for you.
Review Leads in the sidebar opens the Review to send page. It holds the leads that are ready for a first message but have not been contacted yet. You review one lead at a time: who they are, why they fit, and what you want to send.
A campaign is a sequence of steps, such as a LinkedIn invitation, a message, and an email, that Signalist sends to the leads of one list. Build it, check it, start small, and watch the first replies before you add more leads.
The Feed shows what your trackers found: news, posts, and changes at the companies and people you track, sorted into cards per company. Work through it regularly and decide for each card: reach out now, look again later, or ignore it.
A Company Tracker watches a set of companies and people for you and reports relevant changes in the Feed : news, posts, hiring, funding, and job changes. Use it for accounts you want to reach at the right moment, not for a one time list.
Signal scoring decides which events at your tracked companies count as signals and how strong each one is. You describe what to look for, how to sort what is found, and what makes a signal Priority 1, 2, or 3, or not relevant at all.
Signalist connects to your own systems in three ways: the API , webhooks that send leads to your endpoint, and the MCP server for AI assistants. All three are under Integrations in the sidebar, in the Developer section.
Compare the same period, list, sender, channel, and campaign before drawing conclusions from activity and replies.
Your contacts and companies live in two places in the sidebar:
Zoho CRM and Pipedrive are available in every workspace. This article covers the steps and settings that are specific to them. For how syncing, field mapping, and owners work in general, see Plan CRM sync and field mapping.
Connect your CRM so that the leads you work in Signalist, and the conversations with them, end up in the system your team already uses. Connecting on its own writes nothing: you decide what is synced and when.
Your plan gives your workspace a number of credits and sender seats. Everything about it is in Company Settings → Plans & Billing , which Company Admins can open. For what each action costs, see How credits are consumed.
The fastest way to get help is an email to support@signalist.io that tells us exactly where to look. Every email opens a ticket, and you can follow it up simply by replying.
Signalist spends credits when it does work for you: finding and enriching leads, looking up contact details, researching, tracking signals, and writing AI copy. Looking at data you already have is free.