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Getting Started with ElevateSells

Welcome aboard! This guide will help you set up your account and get familiar with the core dashboard.

1

Complete Your Profile

Head over to Home > Profile. ensure your contact information is correct. If you have a list of email addresses you wish to exclude from AI outreach, click Manage List to upload your blocklist.

2

Connect Your First Email

To send emails, you need to connect an account. Go to Home > Email Accounts and click "Add Account". We recommend starting with a G Suite or Outlook business account.

Read more about connecting accounts
3

Explore the Dashboard

Your Dashboard is your command center. Here you'll see:

  • Active Campaigns: Quick status of your running outreach.
  • Recent Activity: What's happening right now (emails sent, opened, replied).
  • Credit Usage: Access to leads and AI features consumes credits.

You're all set!

Now that you've got the basics down, it's time to launch your first campaign.

Next: Launch Campaign