How Do I Add Prospects To My Sequence From The Sequence Page?

When you’ve finished creating a new Sequence—or if you want to add more Prospects to an existing one—you’ll have three options for adding them.

To get started, open the Sequence Dashboard and select the Sequence you’d like to update. From there, go to the Prospects tab in the vertical blue menu, then click +Add Prospects.

You have three options for adding Prospects:

When you select Add Existing Prospects, you’ll be redirected to your Prospects Page, where you can filter and narrow down the group you want to add. Once you’ve selected the right group, check the box next to Name, then click Add to Sequence.

When you select Upload New Prospects, a pop-up window will appear asking you to complete a few prompts. From there, you can upload your Prospect file.

When you select Find Prospects, you’ll be redirected to the Advanced Search page. Use the filters on the left to identify new Prospects that match your ICP. Then select Add to Sequence.

Adding Prospects to your Sequence is only a few clicks away so select the option that's right for you.

Click here to learn more about uploading Prospects with a CSV file.

Reach out to your CSM if you have any questions via email or through the in app chat service.