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I’ve imported a bunch of leads who have to be added to a sales sequence. What would be the easiest way to get the records added to the new sequence?

Modified on: Thu, 23 Apr, 2020 at 11:27 AM


Go to import history. You can view the records that were recently imported. Select the checkboxes of leads that have to be added to a sales sequence. Enter the name of the sequence that you want to add the records to and add them to the sequence. 

 

Alternatively, you can bulk select the leads from the leads module and add them to the particular sequence.


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I’ve imported a bunch of leads who have to be added to a sales sequence. What would be the easiest way to get the records added to the new sequence?

Modified on: Thu, 23 Apr, 2020 at 11:27 AM


Go to import history. You can view the records that were recently imported. Select the checkboxes of leads that have to be added to a sales sequence. Enter the name of the sequence that you want to add the records to and add them to the sequence. 

 

Alternatively, you can bulk select the leads from the leads module and add them to the particular sequence.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial