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Multi-Touch Sequence Steps

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April B.
Updated
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Purpose: 

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

Intended Audience: 

  • Outreach Users

Multi-Touch Sequence Steps: 

While working in the Outreach taskflow, Outreach will recognize when multiple sequences are scheduled immediately after each other (there is no delay between the two steps).
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Once you complete the first task, the second task is we’ll automatically be loaded. A quick notification displays the follow-up task. This can continue for multiple follow-up tasks, for example, Phone Task -> LinkedIn Task -> Manual 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.

 

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