Once you've created a sequence, you'll need to add contacts so they receive the 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. A few simple steps to put your plan in motion.
 


Add a Contact from a Contact Record

  1. Select Contacts then click the name of the person you want to add to a sequence.
  1. Select Add to Sequence.

 
  1. Search for the sequence in the Add to Sequence field.

 
  1. Select the sequence and then Add.

 
  1. Select Add all from current view.

 
 

Add a Contact from a Sequence

  1. Navigate to the sequence.

 
  1. Select the Contacts tab. Choose whether to Add Contact or Add Multiple Contacts.

 
    • When selecting Add Multiple Contacts, you’ll see a list of your existing contacts. Select the ones to add to the sequence, then select Add Selected. It’s important to know that emails sent from this sequence will come from the person who added them to the sequence.

 
    • When selecting Add Contact, type the name in the search box or click the magnifying glass. Click the contact then select Select and Close.


 
Keywords: add contact, sequence, add, contact, multiple contacts, contact recor