Campaign Step Types campaign-step-types
When adding a step to your campaign, you have four options.
Email email
Compose a new email, or use a pre-existing template.
Call call
Set a reminder to follow-up with a contact via phone. You can also save notes to be used as a talk track during the call.
InMail inmail
Following up on multiple channels is a great way to connect with leads. With InMail tasks, you can set up a reminder to reach out via LinkedIn.
Custom Task custom-task
Utilize custom tasks when the above options are not applicable. For example, you can invite a colleague to follow up with a lead via email.