Workflow

From contacts to replies in six simple steps.

A simple, visual flow for moving from prospect list to campaign replies without complex automation.

01

Add Contacts

Upload or manually create prospects. Sonar maps common fields and preserves extra data.

CSV · Excel · JSONSonar
02

Connect Mailboxes

Connect SMTP and IMAP accounts for sending and reply checking.

SMTP ok · IMAP okSonar
03

Create a Campaign

Choose contacts, select inboxes, and write the email subject and body.

248 selectedSonar
04

Launch Outreach

Send immediately using Turbo mode or the linear frontend-driven Safe mode.

send → wait → continueSonar
05

Check Replies

Manually fetch replies through IMAP whenever you want fresh status.

12 matchedSonar
06

Manage Leads

Add notes and statuses inside the campaign without changing master contacts.

Warm · MeetingSonar