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



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.
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