Edit a Task Follow Up Sequence Template
1
Navigate to your org, and click here.
2
Search for or click "Cadences App Configuration."
3
Click "Task Follow Up Sequence"
4
Click here
5
Click "All"
6
Click "Pin this list view."
7
Select a template within a sequence to edit.
8
Click a pencil icon next to one of the fields to begin editing the record.
9
Update or input the "Task Follow Up Sequence Name," "Number," "Frequency," "Task Cadence Folder," and "Task Subject."
10
Click "Save."
Create a New Task Follow Up Sequence Template
11
Return to "Task Follow Up Sequence."
12
Click "New"
13
Update values in the "Task Follow Up Sequence Name," "Number," "Frequency," "Task Cadence Folder," and "Task Subject" fields.
14
Click "Save"
15
Return to "Task Follow Up Sequence."
16
The new task template within the "Uncontacted Lead" folder is now displayed here. The task reminder will automatically be applied to records in which it's assigned on the 7th day.
