It would be great if there were a way to prevent a sequence from taking an action until the action before it was completed. As with many other users, I travel a lot or have to shift priorities. Its embarrasing when an email goes out that says, “Hey, John, I called yesterday and thought I’d catch you by email,” when I did, in fact, not call. For me, it takes away alot of the automation potential as I end up creating tasks instead of automated actions.
Hi Community!
We’ve released a number of updates to sequences on March 3rd, including a new default that requires task completion before a sequence will progress. This is available now for all Sales Professional, Sales Enterprise, Service Professional, and Service Enterprise seats.
You can read more about the changes in the link to the release below:
Best!
Joe
Ideas Forum Manager