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.
When you sign up, you describe your company, pick the lists Signalist should build, and choose what to track. Those lists are created, but they only start once you finish the setup guide, so that they run with your lead scoring in place.
Open the guide from Setup guide in the sidebar (it shows how many steps are left) or from Continue onboarding on the Dashboard. It walks you through:
Click Finish on the last step. Your lists start now, and the guide ends with You're all set 🎉 and Explore my lists.
Skipping is not finishing. If you skip the guide, your configured lists stay paused, and the Dashboard keeps showing You're almost set up until you click Finish.
For a first run, a small list you can check by hand is worth more than a big one. If you create an extra list, start with a small upload or a narrow source, and look at the results before you add more.
Open the list once it has leads. Every lead gets a grade: P1, P2, P3, DQ, or ?. Check at least five leads:
If several leads look wrong, adjust Lead Scoring before you go further. See Configure lead scoring.
Open Review Leads in the sidebar. For a few leads, check the prepared message, the sender, and the channel. Nothing is sent from here until you choose to send it.
Do not start a campaign until you have checked the audience, the sender, the daily limits, and a few message previews. When you are ready, start small: see From list to outreach: Create a campaign.
If you chose to track target accounts during sign-up, Signalist creates a tracker called Target accounts. It is set up automatically once your company's signal settings are ready, usually within an hour after you finish the guide, and then starts scanning. You do not need to configure it.
| Problem | What to do |
|---|---|
| My lists are not running | Finish the setup guide: click Finish on its last step. Skipping it does not start them. |
| The Dashboard still says "You're almost set up" | The guide is not finished yet. Click Continue onboarding and finish it. |
| I cannot connect a sender | Check your role and connect the account under Personal settings → Connected Accounts. |
| Scoring is still in progress | A spinner on the score means the lead is being scored. It updates by itself. |
| Many leads look wrong | Adjust the lead scoring or the list source before adding more leads. |
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.