You can add one particular prospect, organization, or deal, or a whole list to any active workflow in your account. When adding them manually, you can select from which step of your workflow they need to start.

Note: to enroll prospects, organizations, or deals the workflow needs to be ON.

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Enroll one prospect/organization/deal

  1. Open the needed prospect's (organization's or deal's) page, click on the Workflow button.

  2. Select the needed workflow from the list.
    If you want the prospect to start the flow not from the beginning, but a specific step, click Enroll on a specific step button and choose the needed step.

  3. Click Enroll Now button to start the workflow for the prospect right away, or Schedule Enrollment to select the date of the start.

Enroll prospects/organizations/deals in bulk

  1. Navigate to the Prospects (Organizations or Deals) page and select the needed prospects.

  2. Click Manage prospects > Enroll in workflow.

  3. Choose the needed workflow from the drop-down list.
    If you want the prospects to start the flow not from the beginning, but a specific step, click Enroll on a specific step button and choose the needed step

  4. Click Enroll Now to start the workflow right away, or Schedule Enrollment to select the date of the start.

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