Act on contacts directly from the Contacts list â enroll them into a sequence, create tasks, or push them to Salesforce, without leaving the page.
đ Add contacts to a sequence
Go to Contacts and select one or more contacts.
Click the Add to Sequence icon (paper plane).
Choose a sequence and click Add to Sequence.
Contacts enter the sequence immediately, following its timing, inbox assignment, and schedule rules.
đ Create tasks
Select one or more contacts.
Click the Create Task icon.
Choose a task type â manual email, call, or a LinkedIn action (view profile, connect, message, etc.) â fill in the details, and click Create Task.
Tasks are created per contact and appear in the Tasks section; completions and skips are logged to the contact timeline.
đ Add contacts to Salesforce
Select one or more contacts.
Click More Options (âŽ) and choose Add to Salesforce.
Select whether they should appear as a Lead or a Contact, then click Submit.
Contact details, associated metadata, and ownership (based on your integration rules) are synced.