Add prospects to a sequence

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

1. 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.

2. Click the Sequence button.

3. Select the Sequence and the Step you want to add the prospects to.

4. Click Submit.

Add a prospect from their profile screen

1. In the Prospects screen, click the prospect you want to add to the sequence.

2. In the prospect's Profile screen, click the Sequence button in the detail panel.

3. Select the Sequence and the Step to add them to.

4. Click Submit.

Add or import prospects in the sequence Prospects screen.

1. In the Sequence screen, click the sequence you want to add prospects to.

2. Click the sequence Prospects screen.

3. Click Add Prospect.

4. 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.