Tasks indicate when a manual sequence steps are due. Tasks help you and your team stay on track - engaging with the right leads, in the right way, at the right time. 

Tasks include: 

  1. Manual email tasks
  2. Phone call tasks
  3. LinkedIn outreach tasks
  4. Custom tasks

For an overview on how to create a sequence, please visit this help article

When a sequence step becomes due, it will show up in your Tasks tab. By default, only your tasks will be visible. 

Task Actions

When a task is due you can either start, skip or snooze the task. 

Complete Task: Marking a task as complete indicates that you have successfully completed the task for the associated lead, and that lead can then move forward in the sequence. 

For a manual email task, clicking “send” counts as completing the task.

For a phone call task, you will be asked to choose a call outcome from a dropdown to inform the system of whether or not you spoke with the lead. This will impact the status of the lead and could move them to “Stopped - Positive Reply” or other stopped states depending on the call outcome.

Skip Task: Skipping a task means you are not going to attempt the task and you want it to go away so the lead can progress to the next sequence step

You can also select tasks in bulk and assign an action. 

What to do with your Tasks

Manual Email: When a manual email step is due, it will display which lead needs to be manually emailed, along with the email template you added to your sequence. You can then choose to further customize the email. Once you’re happy with the messaging, you can click send to deliver the email. This is great for top priority leads because it enables you to individually customize each email before sending.

Phone Call: When a phone call step is due for a lead, a phone task appears in your Task tab and reminds you to call the lead. The phone call task allows you to log the outcome of your phone call and add any notes needed before completing or snoozing the task for a specific lead. 

Call outcomes that will stop the sequence for a lead:

  1. If you log the call outcome as Answered - Interested, this lead's status will change to "Stopped - Positive Reply" and will not move forward in the sequence. 
  2. If you log the call outcome as Answered - Contact Not Interested this lead's status will change to "Stopped - Contact Unqualified" and moving forward, no outreach will be scheduled for this lead.
  3. If you log the call as Answered - Company Not Interested this lead's status will change to "Stopped - Company Unqualified" and moving forward, no outreach will be scheduled for this lead or anyone else at the same company. 

All other call outcomes will result in the lead remaining in a Nurturing state and they will continue on to the next sequence step. If you want to call the lead back and try again in the next few days, you can snooze the call task and it will reappear when the snooze time has ended.

LinkedIn Request: When a LinkedIn Request task is due, a LinkedIn Request task appears in your Task tab reminding you to send a connection request to a specific lead on LinkedIn. The LinkedIn URL of the lead will be populated automatically in these tasks so you can easily click on their profile and send a request to connect. 

If you have your account connected to Orca, at this time you can easily locate the lead in your leads tab and push that lead to your Orca Campaign.

LinkedIn Message: When a LinkedIn Message task is due for a lead, a LinkedIn Message task appears in your Task tab and reminds you to send an InMail to your lead. When you create a sequence, you’ll be able to add a template message to this step so that when it is due, you can easily copy and paste the text it into your LinkedIn message to speed up the process. 

Example LinkedIn Message: 

“Hi {name}, I’m an Account Executive at Growlabs. I’d love to learn about your current sales process and potentially discuss if there’s an opportunity for you to increase conversions and scale your outbound sales. Let me know what you think.

Cheers,”

Custom Tasks: Custom tasks can be used as reminders to complete any other actions outside of Growlabs, such as sending a handwritten note or following a prospect on Twitter. When due, custom tasks will appear in your tasks tab with whatever instructions you left for yourself regarding this task.

Frequently Asked Questions


If I don’t complete a sequence step will it move onto the next sequence step?

No, you will need to either complete or skip the task for your lead to continue through the sequence.

Can I change the order of my sequence after it goes live?
Yes, at any time you can go back to your engage tab and edit the order of your sequence steps.

Once I push send on a manual email, does it send immediately?
Yes it does.

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