After creating a sequence, you must activate it to allow the enrollment of leads. There are two methods to add leads to sequences.

From Sequence Page

1

Navigate to Sequences

Go to Sequences in your dashboard
2

Select a Sequence

Click on the sequence you want to add leads to
3

Click Add to Leads

Click “Add to Leads” in the top bar
4

Select Leads

Choose the leads you want to add to the sequence
5

Review Selection

Verify your selected leads and settings
6

Set Trigger

Choose when to trigger the sequence
7

Confirm Addition

Click Submit to add leads to the sequence

From Lead Details Page

1

Navigate to Leads

Go to Leads in your dashboard
2

Select a Lead

Click on the lead you want to add to a sequence
3

Open Sequences Tab

Go to the sequences tab in the lead details
4

Add to Sequence

Click the “Add to Sequence” button
5

Select Sequence

Choose which sequence to add the lead to
6

Set Trigger

Choose when to trigger the sequence
7

Confirm

Review and submit your selection