Each step in a sequence defines the task to perform. It could include emailing, calling, engaging on LinkedIn, or a generic task. It also defines when to execute the task once you activate the sequence.
Sometimes, based on your observations, you may edit steps within a sequence. To optimize your sequence performance, you can make the following modifications to a sequence step:
- Modify Step Type
- Time Interval Between Steps
- Task Priority
- Add/Edit Task Notes
- Edit Email Template
- Update Call Purpose
Making these modifications in an active sequence with prospects assigned will result in the following situations:
- New prospects will be engaged based on the modified sequence.
- Mismatch of insights: For example, you modify step #1 from Manual Email to Call task within an active sequence. The sequence insights will not be able to consolidate a single report.
