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      Enroll 1 Contact into Workflow(s)

      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:

      • Ensure Workflow is Active: Before enrolling a contact, the workflow must be both created and active.

      • Navigate to Contacts: On the SalesAi platform, go to the "Contacts" section.

      • Locate the Contact: Find the contact you want to enroll.

      • Enroll into Workflow:

        • Click on the three dots next to the contact and select "Enroll into Workflow."

        • Search for the desired workflow by name.

      • Confirm Enrollment:

        • Select the workflow and click Confirm Enrollment.

        • 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.

      • Successful Enrollment: After enrollment, a confirmation banner will appear indicating the contact has been successfully enrolled

       

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