How to create a Playbook or Sequence?
Steps to create a Playbook:
Navigate to the Playbooks tab here.
Create a new Playbook by clicking "Create Playbook"
Click "Add to Playbook" to add new steps
Set the Playbook live by clicking "Start Playbook"
Enroll a contact into the Playbook (How to enroll a contact in a playbook?)
Playbooks, also known as sequences, are used to walk your team through outreach. This can include steps to send emails, LinkedIn messages, or even to make calls.
Updated on: 05/08/2023