How to create a new profile

1. Click on ‘profiles’ in the top navigation bar.

2. Click on ‘create new profile’ in the top right.

3. Give your profile a name, and select the current sales automation tool being used. Specifying which sales automation tool you are using will automatically insert that tool's merge field when you use the sequence editor.

Once created you will be able to create sequences and upload contacts for your new profile.