Enroll Multiple Contacts into Workflow(s)

This guide provides step-by-step instructions for enrolling multiple contacts 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: The workflow must be created and active before enrolling contacts.

  • Navigate to Contacts: In the SalesAi dashboard, go to the Contacts section.

  • Select Contacts: Check the box next to each contact you want to add to a workflow.

  • Enroll Contacts:

    • Click Enroll (#) in Workflow at the top.

    • Search for the desired workflow by name.

  • Confirm Enrollment:

    • Check the box next to the workflow and click Confirm Enrollment.

    • You can enroll the same contacts into multiple workflows (recommended: 1–2 workflows).

  • Successful Enrollment: A banner will appear confirming that the contacts have been successfully enrolled.

 

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