Enroll Contacts

You can enroll contacts from property cards, bulk toolbars, or Deal Hub auto-enroll rules.

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Manual and bulk enrollment

You can enroll from:

• A property card’s Sequence button in Deal Hub, Deal Pipeline, or Lookup.
• The Deal Hub bulk toolbar.
• The Deal Pipeline bulk toolbar.

The Enroll In Sequence modal sorts contacts into:

• New Conversation.
• Follow-up.
• New Property.

The modal recommends a fit, but you can pick any active sequence. Skipped contacts are explained under Why were N skipped?

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Deal Hub auto-enroll rules

On an active sequence, set:

• Targeting: ZIPs and property types.
• Filters: price, sqft, beds, baths, days on market.

Then click Preview and Save & activate. New matching Deal Hub listings enroll automatically going forward.