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What happens if a prospect reaches a call step in sequence but does not have a phone number?

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Mike
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Applies To

  • Prospects that do not have a phone number or email

  • Sequences with both call and email steps

Answer

The prospect will simply remain in that step until they are manually moved, or the task is skipped. There is no automation to automatically move the prospect to the next step if there is any missing contact info. This gives the user/owner a chance to update the record if there is any missing contact information. If the contact information cannot be provided, the user can simply move to the next step, or skip that task.

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