When creating or editing your sequences, you can schedule calls and task steps to be executed. (cf. article Create and edit a sequence), and that is done owing to the Connect plugin (how to install Connect). When creating a sequence that includes these types of steps, you are able to write content in it so you know exactly the context and the objective of each task and/or call.

2. Click on the My sequence tab (3), then click on one of the steps (4) or add one (5). Switch to Update (6) mode if needed, clicking on the 3 little dots (7).

3. Select either Task (8) or Call (9). Give it a title (10) if it is a task (or a type if it is a call) and a short description (11). Click on Save the sequence (12) when finished.

Please note that tasks and calls can be created out of sequences : how to do so

First, it is strongly advised that you pin Connect in Google Chrome so you can easily open it. To do so, click on the puzzle piece in Chrome (1) and then on the pin next to Connect (2).

When your call or task step expires, a notification appears on the plugin icon.

Then, click on Connect to open it and achieve your tasks and calls.

The 'Tasks' tab is composed of different sub-tabs and allows you to view scheduled tasks:

To view a task et validate it, click on it and save it.

Regardings calls, you can make notes that you can later find in the contact history. Then you can enter the call result (Positive, Negative, No answer, Answering machine, Wrong number, Secretary block) through the drop-down menu just below the notes you took during the call.

Depending on the result entered, different automatic actions will occur:

Important: You have to validate your task/call in the Datananas Connect plugin so that your prospect receives the next steps scheduled in your sequence.

The sequence state of your contacts will also change as a result of your actions on these tasks and calls.