ADD CONTACT OR LEAD TO A SEQUENCE
There are different ways to add a Contact or Lead or multiple Contacts or Leads to a Sequence, here we will explain those.
Table of Contents:
Step 1: Click the Add to Sequence button in the Contact or Lead record.
Step 2: The following Screen is displayed:
Step 3: Look up the Sequence you want, choose from the listed Recent Sequences, or click New Sequence. Click Add once you have chosen one.
Step 4: Click Add to Sequence – once you have selected the Sequence
Step 1: Navigate to the Sequence.
Step 2: Click on the Participants tab.
Step 3: Select from the Add Participants either to add a Leads or Contacts
Step 4: When selecting Add Lead or Add Contact you will be brought to a list of Leads or Contacts, you can then select one or more to add to the Sequence and select Add to Sequence
Emails will be sent from the owner of the Sequence Instance, which would be the User who added the Contact to the Sequence (unless the ownership of the Sequence Instance was later changed).
If you have D365 Sales and you use Marketing Lists, you can also add people to a sequence from a Marketing List.
Step 1: Open the Marketing List and click on Members.
Step 2: Select all or check specific contacts or leads
Step 3: Click on the Add to Sequence button
Step 4: Select the Sequence you wish to add the Contact or Lead to