How To Add Account-Specific Prospects to a Sequence

Objective

The purpose of this article is to provide direction to Outreach Users in adding Prospects to a Sequence from the Accounts List View.

Applies To

• Outreach Users

Procedure

1. Access the Outreach Platform. 
2. Click the Accounts icon (briefcase) in the navigation sidebar. 
3. On the Accounts List View page, click the applicable account.
4. Click Prospects in the menu bar.
   Note: Outreach navigates the user to the Prospects List View page returning results of Prospects tied to the specified Accounts.
5. Select the applicable Prospects and click Sequence in the menu bar. 
6. On the All Sequences window, search and filter to select the applicable sequence.
   Note: To view steps in a Sequence, click the Show Steps link to the right of a sequence.
7. 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.
8. Click the clock icon on the Add to Sequence button to customize when Step 1 in a sequence will initiate.  
9. Click Add to Sequence.
   The Account-specific Prospects are added to the 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.