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: 

• 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. 

Additional Resources: 

How To Sequence Prospects from the Salesforce List View

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