Is there a good way to create a series of tasks (the tasks would be call, email, etc) wherein the second task is triggered only once the first task is completed? This is a very basic and, as of now, manual process for outbound sales. Ideally, we add a contact to the series and they wait until the first task is complete. Once complete there is a wait for a few days and the next task is due. At anytime you could remove the contact from the series. Example:
Task 1 Call
once task is completed wait 3 days then task 2 is due
Task 2 email
once completed wait 5 days then task 3 is due
Task 3 Send linkedin message.
I tried automations. You cant seem to trigger a task based on a task being completed. The only way I can see to do it is to create a deal and create an automation for each task. Seems cumbersome. I am also interested in other ways to accomplish this outside AC if needed.