First-day account setup

Before you start

• Use this guide when a new user or team is joining DitLead for the first time.
• The goal is not to configure everything. The goal is to make the workspace ready for safe lead discovery and one small campaign.
• Ask an admin for access if you cannot see settings, users, senders, billing, or integrations.

Recommended workflow

Part 1

Confirm your profile and workspace

Check that your name, email, organization, and active workspace are correct. This prevents work from being created in the wrong place.

Part 2

Review roles and permissions

Confirm whether you can manage users, settings, lists, senders, campaigns, integrations, billing, and agents. Missing permissions explain many hidden buttons.

Part 3

Check credits and plan access

Review available credits and plan limits before revealing contact data, exporting leads, or running workflows that consume usage.

Part 4

Connect required accounts

Connect email, LinkedIn, CRM, or app accounts only if the first workflow needs them. Validate sending accounts before campaigns use them.

Part 5

Create the first clean workflow

Start with one focused audience, one list, and one small campaign or agent test. Validate the result before inviting the wider team to use it.

What to do next

• Move to the quick start checklist if you are preparing a campaign.
• Document which accounts, users, and lists were added on day one.

FAQ