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

  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 any contact already in a playbook will be skipped. You are not the lead owner; If you are not an Owner, Admin, or Power User, only thePopular

• How to Create an Email Template

  How to Create an Email Template Edit or create your email template here. If you find yourself writing the same email over and over again, email templates can be a great way to save time. To create an email template, follow these simple steps: And that’s it! Just be sure to save your templaPopular

• How to Enroll a Lead in a Playbook

  How to Enroll Leads in a Playbook Playbooks allow you to automate your engagement and boost your productivity. Enrolling leads in a Playbook only takes a few clicks. You can add contacts to Playbooks in 2 ways: 1) Bulk Enroll: Select multiple leads using the checkbox -> Click on the ‘Playbooks’ found to the right of the top checkbox -> Add to Playbook -> Select the Playbook you wantPopular

• Recommended Playbook Settings

  Recommended Playbook Settings Open your Playbooks here. LeadLoft’s Playbooks offer settings that allow you to place limits on outreach and control when and how leads are engaged. Below are our recommended settings for Playbooks: Sending Settings Daily Enrollment: 10 to start and scale up to 40 over a ~month. Schedule: Monday-FridaySome readers