Articles on: Playbooks

Why can’t I enroll a lead in a Playbook?

Common Reasons Why you Can't Enroll a Contact or Lead in a Playbook

One Playbook per Contact at a Time: The primary contact within the lead is already in a Playbook; contacts can only be enrolled in one playbook at a time so any contact already in a playbook will be skipped.
You are not the lead owner: If your role in the Workspace is "User", you must be the lead owner to enroll a contact or lead in a Playbook. An Owner, Admin, or Power User, can enroll anyone in a Playbook.
Unverified Emails: The email status of contacts being enrolled may be Unverified or Invalid. This can cause contacts to skip all of the email steps resulting in the playbook finishing immediately.

What can you do to solve this?

If the contact is already in another Playbook, eject 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'd like to contact unverified emails, turn on the first Playbook safety setting "Send Emails to Unverified Emails (Avoid for Cold Outreach)". Invalid emails will always skip straight through a Playbook, but the email status can be updated in the lead profile page.

Updated on: 24/07/2023

Was this article helpful?

Share your feedback


Thank you!