How to Add a Contact
Add a lead to a specific sequence.
Transcript
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.