How To Add Prospects to a Sequence

Purpose:

The Purpose of this article is to provide direction to Outreach users in adding a Prospect to a Sequence via Prospect List View. 

For more information on adding a Prospect to a Sequence Step or to a Sequence in general, refer to the applicable articles. 

Intended Audience: 

• All Outreach Users

How To Add Prospects to a Sequence from the Prospect List View

1. Access the Outreach Platform. 
2. Click the Prospects icon (double silhouette) in the navigation sidebar.
3. On the Prospects List View page, click to select the applicable Prospects.
   Note: Search, Filter, and Sort to display a list of specific Prospects. 
4. Click the Sequence button on the menu bar.
   
5. On the All Sequences window, search and filter to select the applicable sequence.
   Note: To view the steps in a sequence, click the Show Steps link to the right of a sequence.
6. On the Sequence Prospects window, select the applicable Sequence Type as defined in the table below:

   Sequence Type	Description
   Individual	Prospects move through the sequence without copying additional Prospects in email threads.
   Grouped	All Prospects will be included on the same email thread (To: and CC:); the primary Prospect will be listed in the To: field and additional Prospects are added to the CC: field.

   Note: Click Edit Steps to update Auto and Manual Email steps as applicable. 
7. Click the clock icon on the Add to Sequence button to customize when Step 1 in a sequence will begin. 
8. Click Add to Sequence. 
9. Click Done.
   
   Outreach adds the selected Prospects to the applicable sequence. 
   Note: Outreach produces an error informing users a Prospect cannot be added to a sequence, click View All and make the applicable adjustments to remedy the error.