topic Re: Starting a sequence with Email, creates Task in Sales Email

Starting a sequence with Email, creates Task

BHörmann — Tue, 26 Jul 2022 12:27:36 GMT

I have a sequence that starts with me mailing a costumer. However it creates a Task which I have to manually close. This obiosly dosnt make any sense, is there a way to work around this?

Re: Starting a sequence with Email, creates Task

PamCotton — Tue, 26 Jul 2022 22:36:24 GMT

Hello @BHörmann , thank you for posting in our Community! That's a great question!

I would like to add our top experts to share their ideas @smoore @Josh @jfreeman any recommendations to @BHörmann matter?

Thank you,

Pam

Re: Starting a sequence with Email, creates Task

jfreeman — Tue, 26 Jul 2022 22:59:07 GMT

Hi BHörmann,

It sounds like your sequence may have an additional step built in to assign you a task to remind you to email the contact.

In my experience, when you choose the step action "Automated Email" it doesn't also create a task. But there is an action called "Email" which does create a reminder task for you to send an email.

See attached screenshot.

If that's not the case, could you provide a screenshot of what the first few steps in your sequence actually do look like?