How to Enroll a Lead or Contact in a Playbook

You can add Contacts / Leads to Playbooks in 2 ways:

1) Bulk Enrollment:

Select multiple leads using the checkboxes
Click the ‘Playbooks’ Button
Click "Add to Playbook"
Select the Playbook you want to enroll your leads into

2) Manual Enrollment:

Open a Lead
Locate a Contact
Click the Playbook icon
Click "Enroll" next to the Playbook you want to use

Updated on: 05/08/2023

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