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?
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?
