How to Enroll Leads in a Playbook


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
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