> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Enroll Contacts

> Enroll one contact from a property card, many at once from a bulk toolbar, or automatically with Deal Hub auto-enroll rules.

There are three ways to put contacts into a sequence: enroll a single property's contact from
its card, enroll many at once from a bulk toolbar, or let a Deal Hub auto-enroll rule pick up
new matching listings for you. All three respect the same guardrails: one active sequence per
contact, and the sequence's conversation type decides who qualifies.

<Info>
  **Key things to know**

  * The **Enroll In Sequence** window sorts your selection into **New Conversation**, **Follow-up**, and **New Property** groups, each enrolled into its own sequence.
  * Skipped contacts are always explained - click **Why were N skipped?** to see the reasons.
  * Auto-enroll rule previews show two numbers: how many listings **match filters** and how many **will enroll**.
  * Enrolling from Deal Hub does **not** save the property to your Deal Pipeline.
</Info>

## Enroll a single property

Every property card in Deal Hub, Deal Pipeline, and Lookup has a **Sequence** control in its
header. Click it to open the **Enroll In Sequence** window for that property's contact. If the
property has more than one contact, a **Contact to enroll** dropdown lets you pick someone
other than the primary contact.

Once enrolled, the card header control shows the sequence name; hover it to see the current
step (for example "Enrolled in Spring Cold Outreach, Step 2"). An **In sequence** badge also
appears next to the contact's name - if it reads **In sequence · other listing**, the agent is
enrolled through a different property, which still blocks new enrollments because active
sequences are one per contact.

## Enroll in bulk

<Steps>
  <Step title="Select properties">
    Check properties in the Deal Hub or Deal Pipeline list, then click **Sequence** in the
    bulk action bar.
  </Step>

  <Step title="Review the groups">
    The **Enroll In Sequence** window sorts your selection by relationship with each agent:
    **New Conversation** (no thread with that agent yet), **Follow-up** (an existing thread
    about the same property), and **New Property** (a thread with that agent about a different
    property). Contacts who are already enrolled appear in a separate notice with a
    **Stop & re-enroll** option.
  </Step>

  <Step title="Pick a sequence per group">
    Each group gets its own sequence picker, with **Recommended for this group** listed first
    and **Other sequences** below. Only active (turned on) sequences appear.
  </Step>

  <Step title="Enroll and review the result">
    Click **Enroll N** for each group. The result shows "X enrolled, Y skipped" with a
    **View sequence** link, and **Why were N skipped?** expands a breakdown of every skipped
    contact grouped by reason.
  </Step>
</Steps>

<Note>
  On very large selections, only the first 400 contacts are auto-sorted into groups; the rest
  land in **New Conversation**, so review them before enrolling.
</Note>

### Why contacts get skipped

| Skip reason                 | What it means                                                                                                                                                   |
| --------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Already enrolled            | The contact is in an active sequence (possibly via another listing). Each contact can be in only one.                                                           |
| No phone or email           | The listing has no usable contact info for the channels the sequence uses.                                                                                      |
| Already have a conversation | The sequence is New Conversation, so it only enrolls contacts you haven't messaged yet.                                                                         |
| No conversation yet         | The sequence is Existing Conversation, so it only enrolls agents you've already messaged.                                                                       |
| Wrong property scope        | The existing conversation doesn't match the sequence's type - for example, a same-property Follow-up sequence can't enroll a thread about a different property. |

## Deal Hub auto-enroll rules

An active sequence can enroll new Deal Hub listings automatically. Open the sequence on the
**Sequences** page and find the **Deal Hub Auto-Enroll Rule** panel.

<Steps>
  <Step title="Turn the rule on">
    Flip the **Auto-Enroll** toggle. (The sequence itself must also be turned on.)
  </Step>

  <Step title="Set targeting">
    Under **Targeting**, pick the ZIP codes (from the ZIPs your organization tracks in Deal
    Hub) and the property types the rule should match.
  </Step>

  <Step title="Set filters">
    Under **Filters**, set optional ranges for **Price**, **Sqft**, **Beds**, **Baths**, and
    **Days on market**. Leave a bound at **No min** or **No max** to skip it.
  </Step>

  <Step title="Preview">
    Click **Preview** to see two counts: how many current listings **match filters**, and how
    many **will enroll**. When the numbers differ, a "Why only X of Y?" breakdown lists how
    many matches are skipped and why.
  </Step>

  <Step title="Save & activate">
    Click **Save & activate**. Current eligible matches enroll right away, and new matching
    listings auto-enroll going forward. Each run records its skip reasons, so you can always
    see why a match wasn't enrolled.
  </Step>
</Steps>

### Why "match filters" and "will enroll" differ

The match count is everything that passes your ZIP, type, and range filters. The enroll count
additionally requires that the listing's contact:

* has a usable phone or email,
* fits the sequence's conversation type (a New Conversation sequence skips agents you already
  have a thread with; an Existing Conversation sequence skips agents with no thread yet), and
* isn't already enrolled in an active sequence.

Listings already saved to your Deal Pipeline are excluded from both counts - the rule targets
new opportunities, not deals you're already working.

<Note>
  Enrolling a contact from Deal Hub does **not** save the property to your Deal Pipeline. They
  are separate actions.
</Note>

## Common questions

<AccordionGroup>
  <Accordion title="Why was an agent skipped during enrollment?">
    Expand **Why were N skipped?** in the enrollment result. The most common reasons: they're
    already in an active sequence, the listing has no phone or email, or they don't fit the
    sequence's conversation type (already messaged for a New Conversation sequence, never
    messaged for an Existing Conversation one).
  </Accordion>

  <Accordion title="How do I move a contact from one sequence to another?">
    Select them for enrollment as usual. The already-enrolled notice shows their current
    sequence with a **Stop & re-enroll** button - click it to stop the old enrollment, then
    enroll them into the new sequence.
  </Accordion>

  <Accordion title="Why don't I see my sequence in the picker?">
    The picker only shows sequences that are turned **On**, grouped by fit. A sequence whose
    conversation type doesn't match the group still appears under **Other sequences**, but the
    mismatching contacts will be skipped at enrollment.
  </Accordion>

  <Accordion title="Why did my auto-enroll rule's preview show fewer enrollments than matches?">
    Matching the filters isn't enough - the contact also needs usable contact info, the right
    conversation history for the sequence type, and no active enrollment. The "Why only X of
    Y?" breakdown under the preview itemizes each reason.
  </Accordion>

  <Accordion title="A listing matches my rule but never enrolled. Why?">
    Check whether it's saved to your Deal Pipeline (saved listings are excluded), whether
    another higher-priority rule captured the contact first, and the rule's recorded skip
    reasons from its last run.
  </Accordion>

  <Accordion title="Which rule wins when two rules match the same contact?">
    The rule belonging to the higher-priority sequence. Drag sequences to reorder priority on
    the Sequences page.
  </Accordion>
</AccordionGroup>