Once you've created a sequence, you'll need to add contacts, so they’ll receive emails and calls as planned. You can add them from their contact record, or from the sequence itself. You can add one at a time or several at once.

Add a Contact from a Contact Record

1. From any area where you can see the Customer section, select Contacts.

2. Click the name of the person you want to add to a sequence and then select Add to Sequence.

3. Click the Sequence field and press Enter to see a list of sequences.

4. Select the sequence.
5. Choose between Excluded and Included. This means you can include or exclude contacts that are already in a running sequence. Exclude them to avoid sending them communications from multiple sequences.

You can only add one contact at a time when you are in the contact record.

Add a Contact, or Contacts, from a Sequence

1. In the Outbound area, under Sales Accelerator, select Sequences.
2. Select the sequence you want.

3. Select the Contacts tab.

4. Choose whether to Add Multiple Contacts or + Add Contact.

Add Multiple Contacts

When selecting this option, you’ll see a list of your existing contacts. Select the ones to add to the sequence, then select Add to Sequence.

Emails sent from this sequence will come from the owner of the sequence.

Add Contact

1. Click the Contact field and press Enter to see a list.

2. Click Save and Close. The contact is added to the sequence.