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.

Note: This will only apply if the sequence doesn't finish (i.e. a call is logged as "answered" and the prospect is pulled out of the sequence) and only applies to manual sequence steps (calls, manual emails, generic tasks). In addition, we do not support multi-touch sequence steps that have a manual email as the first task due to delays caused by sequence schedules or email 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.