How to create a project on Betterleap
AM

Anna Melano

Created Nov 10, 2023

How to create a project on Betterleap

This guide walks you through the steps of creating a project. At Betterleap, we offer two distinct types of projects: Sales and Recruiting.

  • Recruiting Projects: These projects are made for sourcing the candidates for your open roles. Using our Chrome extension or Sourcing feature, you can add candidates to your projects. When you send sequences to candidates from these projects, we prioritize candidates' personal emails.

  • Sales Projects: Sales projects are your gateway to effective business development. Using our Chrome extension or Sourcing feature, you can add prospects to your projects. When sending sequences from sales projects, we prioritize prospects' business emails.

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Betterleap

5 Steps
1

Click on Projects

Click on Projects
2

Click on New Project

Click on New Project
3

Select Recruiting project type

Select Recruiting project type
4

Type in the name of your project

Type in the name of your project
5

Click on Create Project

Click on Create Project
Well done!
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