Add lead to sequence
After creating a sequence, you must activate it to allow the enrollment of leads. There are two methods to add leads to sequences.
From Sequence Page
Navigate to Sequences
Go to Sequences in your dashboard
Select a Sequence
Click on the sequence you want to add leads to
Click Add to Leads
Click “Add to Leads” in the top bar
Select Leads
Choose the leads you want to add to the sequence
Review Selection
Verify your selected leads and settings
Set Trigger
Choose when to trigger the sequence
Confirm Addition
Click Submit to add leads to the sequence
From Lead Details Page
Navigate to Leads
Go to Leads in your dashboard
Select a Lead
Click on the lead you want to add to a sequence
Open Sequences Tab
Go to the sequences tab in the lead details
Add to Sequence
Click the “Add to Sequence” button
Select Sequence
Choose which sequence to add the lead to
Set Trigger
Choose when to trigger the sequence
Confirm
Review and submit your selection