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Articles on:Playbooks
Engage leads with automated outreach Playbooks.

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  • Why Can’t I Enroll a Lead in a Playbook?
    Find out why you can't enroll a lead in a Playbook. Learn how to fix the problem if the lead is already in another Playbook, you're not the lead owner, or the email status is unverified or invalid. Watch the video tutorial for additional information.Featured
  • How to Create an Email Template
    Learn how to save time by creating email templates. Find out where to use templates and how to create them in LeadLoft. Follow the simple steps and watch the video tutorial for more information.Featured
  • Recommended Playbook Settings
    Learn recommended Playbook settings for improved productivity and control. See the best settings for daily enrollment, sending times, safety features, and playbook steps. Watch the video tutorial for complete guidance.Featured
  • How to Enroll a Lead in a Playbook
    Learn how to enroll leads in a Playbook to automate your engagement and boost productivity. Follow the simple steps to bulk or manually enroll leads in a Playbook. Watch the video tutorial for detailed instructions.Some readers
  • Why are some Playbook tasks being skipped?
    Why are some Playbook tasks being skipped? Depending on a leads and contacts data quality and Playbook settings, some steps may be skipped. Why does LeadLoft skip tasks? Tasks are skipped when the data provided is not useful. This means if the data is invalid or non-existent, tasks will most likely be skipped. To learn more about the specific reasons why tasks are skipped, read below. When are Email Tasks skipped? The contact has no email. The email is marked "Invalid". TheFew readers

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