Multi-Touch Sequence Steps

Purpose: 

The purpose of this article is to provide information to Outreach Users regarding multi-touch sequence steps. 

Sometimes consecutive steps in a process need to be performed in immediate succession to be most effective. While working in the Outreach taskflow, Outreach will recognize when two sequence are scheduled immediately after each other (there is a 0 second delay between the two steps).

Intended Audience: 

• Outreach Users

Multi-Touch Sequence Steps: 

Once you complete the first task, we’ll automatically load the second task and give you a quick notification that tells you it’s a follow-up task.

The next Task will become due as long as the Prospect wasn't marked as Finished in the Sequence (e.g. a call is logged with an Answered call disposition). 

The next Task must be a Manual Task, such as an email, call or generic task. We advise against creating back-to-back manual email Tasks without a time interval since these emails will likely be delayed due to the Sequence's Schedules or throttles.

With this feature, you're also able to make back-to-back phone calls. 

• When you're logging a call, you can either select "log call & complete" or click on the arrow next to the call log button to "log call only". 
• When you select "log call only" you will stay the task, which will create a new log call form to track another call to a different number.