Visual Help Center
What do you want to do?
Pick an action. We’ll show you every step with the exact screen and a marker pointing to what to use.
Lead generationStart a discovery
Find courier companies or potential clients around a location.
Lead generationProcess discovered companies
Move from a completed search to company selection and decision-makers.
Lead generationReveal decision-makers
Select companies, choose relevant people, reveal their contact details, and review them for outreach.
OutreachSearch and manage leads
Find a lead, inspect their details, and keep the relationship status current.
OutreachExport leads to CSV
Download the current lead list, including any filters you applied.
Getting startedConnect Gmail or Outlook
Authorize the mailbox that Courier Lead Gen will use for outreach.
Getting startedCreate an AI email template
Set the reusable goal, tone, subject, and talking points for personalized drafts.
OutreachPrepare email outreach
Open the email action and connect the mailbox required for outreach.
OutreachSet up Inbox for replies
Connect a mailbox so Inbox can send and receive threaded conversations.
AccountExclude a company domain
Prevent selected domains from appearing in relevant lead-generation flows.
AccountCheck your monthly usage
See the current lead allowance, remaining leads, and yearly history.
OpportunitiesFind a procurement portal
Locate government registration and bid portals for a target state.
AccountUpdate your profile or password
Change your photo, name, company information, or account password.
AccountCancel your subscription
Stop future renewals while keeping access through the current paid period.
AccountPermanently delete your account
Delete the user account and its associated leads, discoveries, and application data.
AccountManage your subscription
Review your plan, statements, payment methods, or cancellation options.