New data is constantly added to the system and to ensure that all your leads, opportunities, contacts and candidates are followed up with, we made sure you can add them to an existing sequence at any point in time.

There are 3 ways you can add them:

From lead, opportunity, contact or candidate profile.

Bulk add multiple people from the list view

Add a lead, opportunity or candidate from the pipeline.

To do so, please follow the below steps:

You can add them from their profile.

Step 1: Open the lead, opportunity, contact or candidate modules on Recruitly.



Step 2: Choose the person you wish to add to the e-mail sequence.



Step 3: Click on the ‘Add to sequence’ in the Email sequence section



You can bulk add people to a sequence.

Step 1: Select everybody you wish to add to the sequence and click on ‘Bulk actions’



Step 2: Choose ‘Email Sequence’ from the list



Step 3: Pick the mail sequence you wish to add them to and click on ‘Add to email sequence’



You can add them from the Pipeline.

Step 1: Open the Lead, Opportunity or ATS Pipeline.



Step 2: You will see the E-mail Sequences icon on each card, click that on the person you wish to add to the seqeunce.



Step 3: Pick the mail sequence you wish to add them to and click on ‘Add to email sequence’

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