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How to Create and Manage Projects

Start easily a new project with Leadspicker platform

Tomáš Blaťák avatar
Written by Tomáš Blaťák
Updated over a week ago

In the Leadspicker platform, projects are the foundation of all your work. Projects allow you to organize your outreach by separating different databases of contacts or workflows. Each project can represent a specific campaign, client, or use case.


Creating a New Project

  1. Access the Projects Tab
    Go to the Projects tab from the left-hand menu.

  2. Create Your First Project
    If this is your first time using the platform, you’ll see the option to create a new project directly within the Projects tab.

    • Enter a name for your project according to your needs.

    • Click Create.
      Your new project will now be ready to use.

  3. Add an Additional Project
    If you already have existing projects and need to create another one:

    • Click on the Add Project button in the top-right corner of the main page.

    • Name your project and click Create.


Adding Leads to a Project

Once your project is created, the next step is to add leads.
There are several ways to do this:

  1. Robots
    Automatically source new leads from various databases.

  2. Import
    Upload your own list of contacts from a spreadsheet.

  3. Browser Extension
    Capture selected leads directly from LinkedIn using the Leadspicker Chrome extension.

  4. Manual Add
    Add individual leads one by one.
    This method is useful when you only need to add a few leads quickly.


Managing Projects

Projects can be renamed or deleted at any time.

  1. Open the desired project.

  2. Click on the Settings tab on the left side.

  3. From here, you can make changes to your project name or delete it if needed.


Projects are the core of your Leadspicker workspace — they help you keep your outreach organized and efficient.
In the next articles, you’ll learn more about how to add leads using each available method in detail.

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