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
