Adding prospects to sequences is one of the most common tasks, so Outplay provides several ways you can do it to avoid interrupting your flow:
- Set the sequence when you're creating or importing your prospects.
- Bulk-add a group of prospects in the Prospects screen to the same sequence.
- Add a prospect individually from their profile screen.
- Add or import a list of prospects into the sequence's Prospect screen.
Bulk-add prospects to a sequence
- In the Prospects screen, select the checkbox next to the prospects you want to add to the sequence.
You can use filters to help you find your prospects quickly. - Click the Sequence button.
- Select the Sequence and the Step you want to add the prospects to.
- Click Submit.
Add a prospect from their profile screen
- In the Prospects screen, click the prospect you want to add to the sequence.
- In the prospect's Profile screen, click the Sequence button in the detail panel.
- Select the Sequence and the Step to add them to.
- Click Submit.
Add or import prospects in the sequence Prospects screen.
- In the Sequence screen, click the sequence you want to add prospects to.
- Click the sequence Prospects screen.
- Click Add Prospect.
- Type the name of the prospect
If you want to import a list of prospects, click the arrow next to Add Prospect. Follow the same instructions for importing prospects into Outplay.