LeadIQ Walkthrough Guide


Setting You Up for Prospecting Success

Welcome to the LeadIQ Onboarding Guide! LeadIQ will help you find, capture, and organize your prospects so you can focus on what you do best - prospecting and selling. This guide was created to help you learn how to use the LeadIQ web app and Chrome extension so you hit the ground running in your new role.

Below is a list of what we’ll be covering in this guide. Happy learning (and prospecting)!

LeadIQ Chrome Extension & Web App

Prospecting with the LeadIQ Chrome Extension

Multiple Matching Accounts in Salesforce

Sync Statuses

Campaigns in LeadIQ

Capturing a Custom Lead



LeadIQ Chrome Extension & Web App

Getting Started

Before getting started, make sure your LeadIQ platform account and all relevant integrations are set up in your account. Contact your Manager or LeadIQ Administrator if you need help setting up your account and connecting your integrations. In this section, we’re going to help you become familiar with the LeadIQ web app.

Video - Setting Up Your LeadIQ Account


Downloading the Extension

As soon as you create a LeadIQ account, you'll be brought to the LeadIQ web app. One of the first things you'll be prompted to do is download the LeadIQ Chrome extension. You can access the extension from the link or you can navigate to the Google Chrome web store and download the LeadIQ extension from there.

Please Note: It's important that you download the LeadIQ extension; it's where you'll be spending the majority of your time prospecting directly in LinkedIn Sales Navigator.


Setting Up the Extension

Once you’ve downloaded the extension, navigate to the puzzle piece icon in the top-right of your browser bar, and in the dropdown list, next to LeadIQ Prospector, click the pin icon to add the extension to your browser bar. This way, you can easily access the LeadIQ extension when you're prospecting on LinkedIn or using LinkedIn Sales Navigator.

If you have other platforms you use while prospecting, you’ll want to make sure to integrate LeadIQ with those other platforms. To connect to those other platforms, navigate to the bottom left of the LeadIQ web app dashboard and click the gray circle icon with your initials to open the icon menu. Select Integrations.

On the Connect Accounts page, navigate to the Salesforce box and click Connect. A gray circle with a white checkmark is displayed at the top of the Salesforce box, and the Connect button will change to Configure to confirm that your LeadIQ account is now connected to Salesforce.

Please Note: If you are unable to connect to Salesforce, contact your Salesforce administrator to ensure you have a Salesforce account set up.


LeadIQ Track and Scribe

For those of you using the LeadIQ Track and Scribe capabilities, these are found on the left side of the web app dashboard page. We recommend you complete the Track training and Scribe training before using these.

Below Track and Scribe, you should see Campaigns, Team, and University.

  • Campaigns enable you to create lists within your LeadIQ account as you use the LeadIQ extension and save leads into Salesforce; campaigns can be created both in the web app and the extension

  • Team shows you a list of users on your company’s LeadIQ account

  • University displays a list of sales training videos for those who are just starting out in the sales industry

On the bottom right of the web app dashboard page, you can access the LeadIQ Support chat. If you have any questions or issues that come up while using LeadIQ you can either contact your Customer Success Manager, or use the chat to receive article recommendations, issue resolutions, and connect to the LeadIQ Support Team.


Prospecting with the LeadIQ Chrome Extension

Once your LeadIQ account is created and you've downloaded the LeadIQ Chrome extension, you're ready to start prospecting. LeadIQ works seamlessly with LinkedIn Sales Navigator and will mirror any list or individual profile you pull up while searching for prospects.

Video - Prospecting with the LeadIQ Extension



Lists can be based on account-based searches or saved searches within LinkedIn Sales Navigator; LeadIQ works with both search methods by mirroring the list on your screen. You can even scroll up and down in the extension to view all of the prospects on that LinkedIn Sales Navigator page.


Individual Prospecting

To capture and save individual prospects directly into Salesforce, navigate to the LeadIQ extension and click the green plus sign button next to the prospect’s profile. To capture and save a list of prospects directly into Salesforce, navigate to the bottom of the extension and click Capture All. You should see green Success sync text at the bottom of each prospect’s profile, as well as a blue Salesforce cloud icon under the prospect’s profile picture - these both confirm that the prospect was captured and saved in Salesforce. When you hover over the Salesforce cloud icon, you can see a link that takes you to everything related to that prospect in Salesforce. The green LeadIQ logo checkmark icon confirms that the prospect was saved to your LeadIQ campaign.


Email Verification

As you're prospecting and capturing, LeadIQ is verifying prospect profile emails in real-time. You may see several different prospect email symbols indicating specific statuses. For example, a gray checkmark means an email is verified and is accurate and up-to-date. Whereas a question mark means that the email is unverified and might not be up-to-date. For more information about LeadIQ email statuses, click the green icon next to the prospect’s email to see our Help Center article listing out each status and what it means.

It’s recommended to only export prospects with verified emails into Salesforce. If you export prospects that don’t have a verified email, you may see a status at the bottom of the prospect’s profile showing that the prospect was Skipped or Partially Synced.

For prospects that are skipped or partially synced to Salesforce, an explanation for the sync status can be found by clicking the bell icon at the top of the LeadIQ extension.


Phone Numbers

There are two types of phone numbers displayed in LeadIQ: work phones and mobile phones. Work phones are typically direct desktop phones. Mobile phones are typically personal cell phones.



In LeadIQ, credits are used to unlock hidden prospect contact information, or as we call it, prospect data. Different types of prospect data require different types of credits within your LeadIQ Account.

Credits come in two forms: standard credits and premium credits. Standard credits are used to unlock work emails and work phones. Premium credits are used to unlock mobile phones.

Depending on the plan your company has purchased, you will typically have a specific number of standard credits and premium credits assigned to you that refreshes each month. If you would like to see the number of credits you have remaining for the rest of the month, simply navigate to the bottom-right of the LeadIQ extension. There, you will see your number of Standard and Premium credits remaining.

Please Note: You should contact your LeadIQ Administrator if you want to request a change to the amount of standard and/or premium credits assigned to you, or to find out when your credits will refresh each month.

At the bottom-left of the extension, there are two icons: a phone and a mobile device. If you click on the phone icon, LeadIQ automatically unlocks the work phone for every prospect profile you capture.

However, if you click the mobile device icon, LeadIQ automatically unlocks the mobile phone for every prospect profile you capture and charges you a premium credit for each capture. If LeadIQ is unable to find a mobile phone for a prospect profile you capture, you will not be charged a premium credit.

Please Note: Keep in mind that if you use the Capture All feature with the mobile device icon enabled, LeadIQ unlocks mobile phones for every prospect in the list you capture. Since enabling the mobile phone icon while capturing these lists will reduce your premium credits balance quickly, we recommend only using the mobile device icon when prospecting for individual prospects.


Multiple Matching Accounts in Salesforce

In the event that you’ve captured a prospect with multiple matching accounts in Salesforce, you may need to choose which prospect you want to capture before you add that prospect directly into Salesforce.

When this occurs, the prospect’s profile displays a Salesforce cloud icon with a caution triangle icon covering it. This caution triangle icon is indicating that there's an action you need to take before you can save that prospect into Salesforce.

Navigate to the prospect you want to capture and hover over the caution triangle. Click the proper prospect profile and a pop-up will ask you if you want to update the same settings for all other prospects that work at that same company. Click Yes, Apply and the caution triangle is removed. Now you can individually capture or capture all, knowing that the prospect you capture is being saved to the proper account.


Sync Statuses

As you’re capturing prospects with the extension, LeadIQ will let you know if your captures have successfully been added to your integrations.

To see a prospect’s sync status in the extension, navigate to a prospect profile and underneath the Mobile Phone area, you can see a sync status message. You should see a green Success icon, and you should also see a checkmark covering the integration platform icon(s).

In the event that the prospect was not synced, you will see a status of Skipped or Partially Synced, and there will not be a checkmark covering the integration platform icon(s). To find out why the prospect was not synced, navigate to the top of the extension and click the green bell icon to open a popup listing the reason why the sync was not successful.

You can also access the LeadIQ Help Center to find articles explaining what the different sync statuses are, what they mean, and what your next steps are.


Campaigns in LeadIQ

Your LeadIQ account includes Campaigns, a feature that allows you to find a list of all the prospects you've captured with the LeadIQ extension.

My Leads

Everyone has access to a My Leads campaign, which includes all of the prospects you've captured using LeadIQ. 

Creating Campaigns

LeadIQ also allows you to save your prospects into different campaigns, and you can set these up in a way that works best for your prospecting flow. Options include account-based, persona-based, Geo-based, industry-based, time-based, or period-based.

You can easily create campaigns from the web app as well from the LeadIQ extension. To view your campaigns in the web app, navigate to the left side of the Dashboard page, and click Campaigns. On the Campaigns page, click in the search field provided and enter the campaign name you’re looking for, or scroll down and click on the specific campaign you want to view.

On the specific Campaign page, you can see a list of that campaign’s prospects along with the name, work email, and account for each prospect. Scroll to the right to the right to see prospect phone numbers and sync summaries. A gray check mark under the Salesforce column indicates that the prospect was added to Salesforce. If you see anything other than a gray check mark, it means the prospect was not added to Salesforce.


You can use filters on the specific Campaign pages by navigating to the left side of the page. Filters include email status, phone status, sync status and more. Also, at any time, you can report prospect data updates to LeadIQ - we always value data updates and feedback.

We recommend checking your campaign data once a week to ensure you keep on top of any prospects you may have missed.


Capturing a Custom Lead

LeadIQ allows you to capture prospects outside of LinkedIn and LinkedIn Sales Navigator.

Custom Leads on Company Sites

For example, you may be prospecting on company websites and searching their websites for prospects you want to reach out to. You can click to highlight the prospect’s name and a small leadIQ icon will pop up, allowing you to search LeadIQ for the prospect’s name.

When you click that prospect’s name, it will populate a new custom lead prospect profile within the LeadIQ extension, which includes the name and the company domain, pulled from the company website. Click Capture to save the prospect data to LeadIQ and Salesforce.

Custom Leads Ad-Hoc

To add prospect data without accessing the company website, LinkedIn, or LinkedIn Sales Navigator, navigate to the top of the LeadIQ extension, click the people icon, and type in the Name and Company Domain fields provided. Click Create to add the prospect to LeadIQ, then click Capture to save the prospect data to LeadIQ and Salesforce.



We hope you found this Onboarding Guide helpful! If you have any questions about LeadIQ, please contact your LeadIQ Administrator, your Customer Success Manager, or LeadIQ Support at any time. Happy prospecting!






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