Conextly scales from one person to a whole team without losing what makes it safe. Each person prospects from their own LinkedIn account, at their own human pace, with their own approvals — and the team shares the targeting, templates, and visibility that keep everyone consistent.
One seat per account
Each team member connects their own LinkedIn account to their own seat. That's not a limitation — it's the safe design. LinkedIn outreach comes from a real person's account; spreading one person's outreach across several accounts, or running many accounts from one place in lockstep, is exactly the pattern that gets accounts flagged. In Conextly, every seat is one real person prospecting from their real account.
What the team shares
- Lists and segments. Build a target list once and let the team work it, or divide a segment across reps so nobody doubles up. See Building Lists.
- Templates and messaging. A shared template library keeps everyone's outreach on-brand while each message still personalizes per prospect.
- Saved searches. Share the searches that define your ICP so new-match alerts feed the whole team. See Saved Searches & New-Match Alerts.
- Pipeline visibility. Managers see the team's pipeline in aggregate — how much is in flight, how much is converting — without having to ask each rep.
Roles
- Members prospect from their own seat: search, save, review drafts, and approve their own sends.
- Admins manage seats, shared lists, templates, and the CRM connection, and see team-wide reporting.
Roles keep the shared assets consistent while leaving each person in control of their own outreach and, crucially, their own approvals.
Approval stays personal
The team can share everything except the approval itself. Every message sends from a specific person's account, so that person approves it. There's no "approve on behalf of the team" that auto-sends from everyone's accounts at once — that would be exactly the bulk-automation pattern Conextly exists to avoid. Shared targeting and templates make the team fast; individual approval keeps every account safe. See Approving & Editing Drafts.
Agencies
Agencies run new-business outreach across clients and team members from one place, keeping each person's account safe and each client's prospecting separate. A shared workspace with per-seat accounts and per-client lists is the natural fit — the LinkedIn CRM for agencies guide covers the workflow in depth.
Getting a team set up
- 1.Add seats for each person who'll prospect.
- 2.Each person connects their own LinkedIn account. See Connecting Your LinkedIn Account.
- 3.Set up shared lists, templates, and saved searches.
- 4.Connect your CRM so the whole team's outreach flows to one pipeline. See Syncing to Your CRM.