Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

August 8, 2023
New Feature

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)
New task step option in sequences

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
Configure your task based on your sequence needs