How to Add a Contact

Add a lead to a specific sequence.

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How to Add a Contact:

Add a contact from the leads page:

1. Navigate to the “leads” page on the left-hand side of the dashboard.

2. Click on the name of your desired lead.

3. Select “add a sequence."

4. Select the sequence you would like to use.

5. Press confirm & run to start the sequence.

Add a contact from the sequences page:

1. Navigate to the “sequences” page on the left-hand side of the dashboard.

2. Click on your desired sequence.

3. Click on the header "contact."

4. Click "add a contact."

5. Choose who you would like to add. Be sure to "save" the selection.

6. The contact will not be added to the list along with all other recipients.

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