How can I add prospects to a sequence?

To add prospects to a sequence, navigate to the ' Prospects' tab, and select the prospects which you want to add to a sequence by clicking on the checkbox option for those prospects. After marking the desired prospects, you can see an option to add to the sequence as shown in the image below.

Click on “ Add to sequence” and a pop-up will appear. Choose the sequence name to which the selected contacts are to be added and then choose the step to which the selected contacts are to be added.

The selected contacts then will be added to the selected sequence and the selected step. You can refer to the following video for your reference.

To learn the steps to add prospects to an ongoing sequence, you can click here.

If you face any issues with your Saleshandy account, feel free to reach out to us at [email protected] and we'll be glad to assist you.

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