How to Add Prospects and Customers to Workflows

video1.0<iframe src="https://www.loom.com/embed/53a64e5e69a44a2e90ad67aeb1c269ad" frameborder="0" width="2204" height="1653" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>16532204Loomhttps://www.loom.com16532204https://cdn.loom.com/sessions/thumbnails/53a64e5e69a44a2e90ad67aeb1c269ad-b131315d1115947c-full.jpg109.233333How to Add Prospects and Customers to WorkflowsIn this video, I demonstrate how to add prospects and customers into workflows using smart lists. I explain the process of selecting contacts and adding them to a campaign or workflow, including options for immediate or scheduled additions. Additionally, I show how to add contacts directly from their record by accessing active campaigns. This method allows for flexibility in managing workflows efficiently. I encourage you to try these steps to streamline your workflow management.