Enroll Contacts into a Sequence

Add Contacts to Sequences using:

• Contact Manager List view: (one or many contacts)
• Contact Segments
• Contact Tags
• Automation Workflow
• Salesforce, SugarCRM, HubSpot or Pipedrive
• Other CRM or Apps using Webhooks, Zapier, Pabbly or Make
• Import from LinkedIn or Sales Navigator
• Manually Create a New Contact using Sidebar (Chrome Extension)
• Import Contacts from an existing Sequence

Contact Manager List view

If you're just getting started you'll need to import Contact's into Leadfwd using a CSV or through one of our supported external sources listed above.

1. Navigate to Accounts & Contacts
2. Filter, Sort or Search for specific groups of Contacts
3. Using the checkboxes in column 1, you can select individual Contact's or Select All
4. Upon making your first selection the Bulk Action row will appear at the bottom of the table view.
5. Select Enroll in a Sequence, then select a specific Sequence and click Apply Selection

Contact Segment

1. Create a Segment
2. From your Sequence, click Add Contacts
3. Expand the Select Contact Lists or Segments option in the Add Contacts drawer
4. In the search input field, start typing the name of your Segment and wait for it to appear as an option to click on.
5. Click Save and Enroll