Below are the options in editing steps in a sequence:
Adding a new step
Step 1
Navigate to the sequence page of the main application.
Step 2
Scroll to the side of the table to see the "action" icon and choose the "edit steps" option.
Step 2
Scroll down the section you want to add a step and click on the "+" icon.
Step 3
Click on the new step or action you would like to add or insert.
All updates are saved automatically.
Updating and deleting a step
Step 1
Hover on the action step you want to update and wait for the options to appear.
Click the "document" icon if you want to edit the details of the step
Click the "trash can" icon if you want to delete this step
A. For email message step:
You can choose to replace the message with a new template or create a new one.
Save as new email template - allows you to compose a new email message to be used in the sequence. This new template will also be available in the look-up email template option.
Type your new message and click the "save" button when you're done.
B. For Wait Time step:
Change the value on the fields and click the "save" button.
C. For LinkedIn Message step:
You can choose to either " create a new LinkedIn template" or use an existing one which you can also modify.
D. For Call Back step:
Click the "trash can" icon if you want to delete this step.
Step 2
"Publish" or "unpublish" the sequence.
Toggle the switch to "publish" to activate the updated sequence.
