The first five minutes

The shortest path from your first sign-in to your first recorded contact and follow-up.

Checked against the app · 24 October 2026Open in the app

What it is for

In five minutes you can have your first person in Opener, a recorded step and an agreed next step. All you need is the side panel for Chrome and a LinkedIn profile.

How to

  1. Welcome. After your first sign-in, choose a language and click Get started. An admin also enters the name of the space.
  2. Turn on the side panel in the space (admins only, it is off in a new space). In Space admin, Space settings, section Extension panel, choose Read and write and confirm the statement.
  3. Install and connect the side panel. In My settings (the card at the bottom left), tab Side panel: Add to Chrome, then Create token, and paste the token into the side panel. Details are in the article Installing and connecting the side panel.
  4. Open a LinkedIn profile. The side panel shows whether the team knows the person. You add a new person with the Take button.
  5. Record a step. In the side panel, in the My progress part, click the phase you have just completed, for example Invited.
  6. Set a follow-up. In the side panel, click Set follow-up and write the next step and a due date. You will then find the follow-up in the Follow-ups section.

Good to know

  • After you sign in, My action plan opens. A contact you take with the side panel appears there among the contacts outside the plan.
  • The first time you open important parts of the app, a short Tip appears. Close it with Got it and it will not appear again. The bubble at the logo about the side panel (connected side panel, unsupported browser) appears once in each browser.
  • Without the side panel, you can start by importing a spreadsheet of contacts (CSV or XLSX): in People & relationships, the More actions menu, item Import…. Importing your LinkedIn connections then adds the Connected step for people who are already in Opener.
  • Colleagues are invited by an admin in the Members tab.

Frequently asked questions

After connecting, the side panel says it is off in this space.

An admin has not yet turned on the side panel in the space settings (step 2).

I skipped the welcome. Where do I change the language?

In My settings, tab Profile. The language of the space is changed by an admin in Space settings.

What should I do next?

Try planning your first batch in My action plan and look at what the contact detail can do.

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