What is the 'Sequence action' in the call task window?

Applies To

• Outreach Users

• Outreach Admins

Answer

When completing up a call task associated to a sequence you can choose and bypass the 'Call Disposition' with the 'Sequence Action' to decide wether to follow the Call Disposition rule or to keep/finish the prospect in the sequence.

• Automatic: it will keep the prospects in the flow of sequence, meaning that they will go through the sequence as intended, ie after step#1 is completed, they move to step#2, or they'll be finish as per the sequence ruleset.
• Advance: it will move the prospects forward a step in sequence despite the result of the task, ie using the sequence action to move a prospect to step 2 from step 1 regardless of any conditions on the task.
• Finish: it will finish the prospect in sequence.

Additional Information

Please note that if a trigger is in place, selecting one of the "Sequence Actions" may not influence whether the sequence is completed or not; however, if there is only the sequence ruleset, then the prospect will follow the selected action through that sequence action.

Managing Call Dispositions and Call Purposes
How To Make and Log Phone Calls with the Outreach Dialer