This guide provides step-by-step instructions for enrolling a contact into a workflow within the SalesAi platform. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Ensure Workflow is Active: Before enrolling a contact, the workflow must be both created and active.
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Navigate to Contacts: On the SalesAi platform, go to the "Contacts" section.
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Locate the Contact: Find the contact you want to enroll.
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Enroll into Workflow:
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Click on the three dots next to the contact and select "Enroll into Workflow."
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Search for the desired workflow by name.
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Confirm Enrollment:
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Select the workflow and click Confirm Enrollment.
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Optionally, you can enroll the same contact into multiple workflows, but it’s recommended to limit it to 1–2 workflows to avoid overwhelming call volumes.
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Successful Enrollment: After enrollment, a confirmation banner will appear indicating the contact has been successfully enrolled
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