Exploring the Dashboard
After setting up the profile, you'll be redirected to the dashboard. This is where you'll manage all your outreach tasks.
Here's a simple breakdown of what you'll find on the Orkap dashboard and how to use it.
Explore the Demo
At the top of the dashboard, you'll find a Demo section. Or you can click here to check out the demo.
Click "Watch Demo" to see a complete rundown on how Orkap works visually. This includes all major sections like the dashboard, mailbox, and more.
This is a great way to get familiar with how everything works. Especially if you're just getting started.
Using Quick Actions
Next, you'll see the Quick Actions area.
From here, you can instantly:
These shortcuts help you take immediate action without navigating through menus.
How to Import Contacts (If You Have None)
If you haven't added any contacts yet, you'll see a prompt saying: "You've no listed contacts."
To fix that, simply:
- Click on the "Import" button.
- Upload a CSV file containing your contact list.
- Once uploaded, your contacts will be available for campaigns and segmentation.
Things to do Next
Orkap offers helpful suggestions under the Suggestions for you section. These include:
Each of these features is designed to help you work smarter and get better results.
Step 6: Complete Setup Checklist
On the right, you'll see a setup progress bar if you skipped any options in the setup wizard. Click on the settings you skipped from the checklist, to complete the progress.
Step 7: Review Follow-Ups
Once your campaigns are live, you may have follow-ups to review.
Click "View All" in the Follow ups section to manage any pending tasks or actions. Learn how the follow up works by clicking here.
And that's all for the Orkap dashboard.