Creating call steps and scripts in sequences

Assumption: We assume you have prepared your calling scripts before creating the call steps via sequences.

Call steps can be created via sequence by adding them as a step 'Activity as Action' i.e. Activity of type 'Call' 

To create a call step and script:

• Create a Sequence
• Click on 'Add Stage' to move further with the sequence.

• Select the Stage type 'Activity as Action'

• Select the Activity type as 'Call'
• Type the 'Title'
• put the voicemail script in the field named 'Description'
• You may choose to have a Sequence Exit 'Outcome'

• Click on the 'Save' button.

As prospects move through the sequence step, a task will be created which includes the voicemail script within the task execution view.

Alternatively, you can create a voicemail drop to automatically leave the correct message if your prospect doesn't pick up the phone.