Product Updates

Task Steps in Sequences

You can now add task steps to your sequences. Task steps can represent a few different concepts for teams:

• Pre-communication flows (e.g. Prospect the lead prior to them receiving calls/emails/sms)
• Communication outside of Close (e.g. Connect/message on LinkedIn)
• General operations actions (e.g. Create a “new customer” task for a CSM when leads move into customer status)
• Post-sequence flows (e.g. Decide what to do with the lead if they don’t respond to a sequence)

Tasks can be required or optional

• Required - the sequence won’t progress until the task is completed
• Optional - the sequence will create the task and move to the next step immediately

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