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.FeaturedHow 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.FeaturedRecommended 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.FeaturedHow to Enroll a Lead or Contact 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 readersWhy 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". The email is marked "Unverified" and the PlaybookFew readersHow to create a Playbook or Sequence?
Steps to create a Playbook: Navigate to the Playbooks tab here. Create a new Playbook by clicking "Create Playbook" Click "Add to Playbook" to add new steps Set the Playbook live by clicking "Start Playbook" Enroll a contact into the Playbook (How to enroll a contact in a playbook?)Few readersHow to automate LinkedIn connections and messages?
Steps to Automate LinkedIn Outreach with Playbooks: Navigate to the Playbooks tab here. Create a new Playbook by clicking "Create Playbooks" Click "Add to Playbook" Add a LinkedIn Step: Automated Connect or Automated Message Set the Playbook live by clicking "Start Playbook" Enroll a contact into the PlayFew readers