How to Enroll a Contact in a Playbook

You can add Contacts to Playbooks in 4 ways:

Option #1) Bulk Enrollment:

1. Select multiple Deals using the checkboxes

2. Click the ‘Playbooks’ Button

3. Click "Add to Playbook"

4. Select the Playbook you want to use

5. The contact for each deal will be enrolled

When bulk enrolling Deals, the Deal's contact will be engaged. In most cases, this is the Primary (top most) contact.

Option #2) Manual Enrollment:

1. Open a Deal

2. Locate a Contact

3. Click the Playbook icon

4. Click "Enroll" next to the Playbook you want to use

Option #3) With the Prospecting Extension

1. Download LeadLoft’s Prospecting Extension

2. Open LinkedIn and at the bottom, where the Prospecting Extension is, select a Playbook

   

3. With a Playbook selected, all leads prospected will automatically be enrolled in that Playbook

Option #4) Using the LinkedIn Scraper

1. Create a new Playbook

2. Selected LinkedIn Scraper as the Trigger

3. Paste in a LinkedIn Scraper URL

4. Add outreach steps to your Playbook if you’d like

5. Start your Playbook and let the leads start filling your Pipeline!

If you have any other questions about this, please don’t hesitate to reach out using the chat bubble in the bottom right!