Fulfill a telesales sequence

task australia Updated Sep 10, 2026 2 min read complete-telesales-sequences.md
Raw file servicenow.com

Connect with leads or customers using the click-to-call outbound calling capability in telesales flows.

Before you begin

Role required: Sequence executor [sn_crm_sequence.executor]

Procedure

  1. Navigate to Workspaces > CRM Workspace.

  2. Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.

  3. Navigate to Sequences > My Sequence Tasks.

  4. Select a sequence task record.

  5. In the record, select the Sequence Steps tab.

  6. Review detailed call task information by selecting Call task details.

  7. Select the Call icon [Omitted image "phone-fill-24.svg"] Alt text: next to the Callback number field to start an outbound call.

    Note: The Call icon [Omitted image "phone-fill-24.svg"] Alt text: does not appear on the Callback number field in Xanadu or in Yokohama if you created the schedule call activity using the Schedule call - Deprecated activity. For compatibility information, see Compatibility information for Customer Engagement Sequences.

  8. Complete the activity by setting the following fields.

Field

Description

Reason

Call outcome. The available options are:- Resolved: The call task was successfully completed and the goal met.

  • Timeout: The task expired because it was not accepted or acted upon in the allowed time.
  • Max attempts exceeded: Multiple attempts to connect or complete the task failed, reaching the configured limit.
  • No show: The customer did not join the scheduled call.
  • Cancelled by agent: The assigned agent manually cancelled the task before completion.
  • Technical issue: Call task could not proceed due to a system or connectivity problem.
  • Other: The task ended for a reason not covered by the predefined categories.

State

Status of the call task. The available options are: - Open: The task has been created but work has not yet started.

  • Work in Progress: The task is actively being worked on.
  • Closed Complete: The task has finished successfully and all required actions are done.
  • Closed Abandoned: The task was closed without completion, usually due to irrelevance or inability to proceed.
  • Cancelled: The task terminated before completion.

Work notes

Optional field for capturing internal work notes.

9. Select **Save**.
  1. On the Sequence Steps tab, select Mark Complete to indicate you have finished all activities in the sequence task.

Parent Topic:Using Customer Engagement Sequences

Related topics

View sequence tasks

Search documentation
Search document titles and file paths on the australia branch