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:
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Ensure Workflow is Active: The workflow must be created and active before enrolling contacts.
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Navigate to Contacts: In the SalesAi dashboard, go to the Contacts section.
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Select Contacts: Check the box next to each contact you want to add to a workflow.
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Enroll Contacts:
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Click Enroll (#) in Workflow at the top.
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Search for the desired workflow by name.
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Confirm Enrollment:
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Check the box next to the workflow and click Confirm Enrollment.
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You can enroll the same contacts into multiple workflows (recommended: 1–2 workflows).
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Successful Enrollment: A banner will appear confirming that the contacts have been successfully enrolled.
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