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

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