Overview
Get ready to work your accounts and start outreach. Before you begin, accept your workspace invitation and sign in with the email address that received it.One-time setup
1
Set up your sending mailbox
Ask your manager which mailboxes to use. If your team provides
Unify-managed mailboxes, confirm that they are assigned to you and ready to send.To connect your work email, open
Settings → Mailboxes,
click New mailbox, and choose Google Workspace or Microsoft Outlook.Review your sender name and email signature in
Settings → Profile.
2
Connect your CRM account
If your team requires a personal CRM connection, follow the user connection
instructions for Salesforce
or HubSpot.
This lets Unify access the CRM on your behalf.
Find your accounts
Use your book of business
If your team uses a book of business, start with your highest-priority accounts. Open a company’s intel to review its fit, timing, and suggested prospects. Click What accounts can I work? in the book’s header to review your team’s rules for claiming and contacting accounts.Build a list in chat
Open chat and describe the companies or people you want to find, using criteria such as industry, company size, or job title. Review the results, refine your criteria, and save a list. See Build lists with chat for examples.Engage
1
Review your message
Choose a person you can contact. Ask chat to prepare drafts using your team’s
agentic sequence and specify your
sending mailbox. Review the generated messages and personalization, then
edit the drafts or ask chat to revise them.
2
Enroll the person
When the drafts are ready, click Enroll in sequence. Approval starts
the enrollment, and automatic emails follow the sequence’s send schedule.