Question 1

Why Can’t I Enroll a Lead in a Playbook?

Accepted Answer

Why Can’t I Enroll a Lead in a Playbook?

Q: Why Can’t I Enroll a Lead in a Playbook?

<h1 id="whycantienrollaleadinaplaybook">Why Can’t I Enroll a Lead in a Playbook?</h1> <p>${frame}<a href="https://www.loom.com/embed/c367bafdf21d4f429038e963e8a9ae19?hide_owner=true">Video Tutorial</a></p> <p>There are a couple different reasons that you are unable to enroll a lead into a Playbook:</p> <ol> <li>The primary contact within the lead is already in a Playbook; contacts can only be enrolled in one playbook at a time so anyone in a playbook will be skipped.</li> <li>You are not the lead owner; If you are not an Admin, only the lead owner can enroll contacts in Playbooks.</li> </ol> <h6 id="whatcanyoudotosolvethis">What can you do to solve this?</h6> <ol> <li>If the lead is already in another Playbook, remove them and you will now be able to enroll them in a Playbook.</li> <li>If you’re not the lead owner, open the lead and look for ‘Lead Owner’ under Lead Info -&gt; Change the lead owner to yourself -&gt; Click Save -&gt; and try again.</li> </ol> <p>If you tried all of these and you’re still having trouble enrolling a contact into a Playbook, please reach out via the support chat bubble on the bottom right.</p>

Q: How to Enroll a Lead in a Playbook

<h1 id="howtoenrollleadsinaplaybook">How to Enroll Leads in a Playbook</h1> <p>${frame}<a href="https://www.loom.com/embed/7f09776ce128491db6d6135cceb730be?hide_owner=true">Video Tutorial</a> Playbooks allow you to automate your engagement and boost your productivity. Enrolling leads in a Playbook only takes a few clicks.</p> <h2 id="youcanaddcontactstoplaybooksin2ways">You can add contacts to Playbooks in 2 ways:</h2> <h3 id="1bulkenroll">1) Bulk Enroll:</h3> <p>Select multiple leads using the checkbox -&gt; Click on the ‘Playbooks’ found to the right of the top checkbox -&gt; Add to Playbook -&gt; Select the Playbook you want to add your leads to -&gt; Enroll</p> <h3 id="2manuallyenroll">2) Manually Enroll:</h3> <p>Open lead’s profile -&gt; Locate the contact you want to add to a Playbook -&gt; Click the Playbook icon -&gt; Choose the Playbook you want to add your leads to and press Enroll</p>

${frame}Video Tutorial

There are a couple different reasons that you are unable to enroll a lead into a Playbook:

The primary contact within the lead is already in a Playbook; contacts can only be enrolled in one playbook at a time so anyone in a playbook will be skipped.
You are not the lead owner; If you are not an Admin, only the lead owner can enroll contacts in Playbooks.

What can you do to solve this?

If the lead is already in another Playbook, remove them and you will now be able to enroll them in a Playbook.
If you’re not the lead owner, open the lead and look for ‘Lead Owner’ under Lead Info -> Change the lead owner to yourself -> Click Save -> and try again.

If you tried all of these and you’re still having trouble enrolling a contact into a Playbook, please reach out via the support chat bubble on the bottom right.

Question 2

How to Connect Your Email to LeadLoft

Accepted Answer

How to Connect Your Email to LeadLoft

You can connect your email here.

${frame}Video Tutorial

From that page just follow the below steps: | Click "Add Email" > Connect Email > Type in your email address > Sign In If your email is displayed in the Email Setting tab, that means your email is connected and is syncing with LeadLoft!

Note: All email communication with contacts in the LeadLoft dashboard is automatically synced. If you don’t wish to sync your email, we recommend that you do not connect your email at all.

If you’re looking for a guide on how to add your email signature to LeadLoft, that can be found here.

Question 3

How to Install LeadLoft's LinkedIn Prospector (Chrome Extension)

Accepted Answer

How to Download LeadLoft's LinkedIn Prospector

Download the LinkedIn Prospector here. ${frame}Video Tutorial

LinkedIn and LinkedIn Sales Navigator is an incredible resource for finding relevant leads and starting conversations. LeadLoft’s LinkedIn Prospector ups the ante by adding a big ‘SAVE’ button next to users’ names. When you save a LinkedIn user, they are automatically added to your LeadLoft account and LeadLoft will try to find their email address for you.

| To get started using LeadLoft’s LinkedIn Prospector: Head to ‘Lead Search’ ➡ Prospector ➡ Install Chrome Extension ➡ Add to Chrome ➡ Click on the extension near the top right corner of Chrome ➡ Sign into your LeadLoft account ➡ Open LinkedIn and start searching! When you find the right prospect, just hit the blue save button next to the connect button. Make sure you have the right contact tag selected near the top of the screen so your leads are easily organizable.

Now that you have the Prospector all set up, we recommend taking a look at our LinkedIn Prospector Best Practices Guide for various use cases.

If you followed all

Question 4

How to Create an Email Template

Accepted Answer

How to Create an Email Template

Edit or create your email template here. ${frame}Video Tutorial

If you find yourself writing the same email over and over again, email templates can be a great way to save time.

To create an email template, follow these simple steps:

| Settings -> Email Templates -> Create New And that’s it! Just be sure to save your template and give it a name that makes it easily distinguishable from your other templates.

If you followed all of these steps and you’re still unable to create an email template in LeadLoft, please reach out via the support chat on the bottom right.

Question 5

How to Enroll a Lead in a Playbook

Accepted Answer

How to Enroll Leads in a Playbook

${frame}Video Tutorial Playbooks allow you to automate your engagement and boost your productivity. Enrolling leads in a Playbook only takes a few clicks.

You can add contacts to Playbooks in 2 ways:

1) Bulk Enroll:

Select multiple leads using the checkbox -> Click on the ‘Playbooks’ found to the right of the top checkbox -> Add to Playbook -> Select the Playbook you want to add your leads to -> Enroll

2) Manually Enroll:

Open lead’s profile -> Locate the contact you want to add to a Playbook -> Click the Playbook icon -> Choose the Playbook you want to add your leads to and press Enroll

Question 6

How to Add an Email Signature to LeadLoft

Accepted Answer

How to Add an Email Signature to LeadLoft

Edit or create your email signature here. ${frame}Video Tutorial

Adding your email signature to LeadLoft is very similar to adding an email address to LeadLoft, but with fewer steps:

| Settings -> Email Settings -> Email Signature Once you’re there, you can copy and paste your email signature.

If you followed all of these steps and you’re still unable to add an email signature to LeadLoft, please reach out via the support chat.

If you’re looking for a guide on how to add your email address to LeadLoft, that can be found here.

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