Complete predefined customer engagement tasks

task australia Updated Sep 10, 2026 1 min read execute-sequence-steps.md

Execute predefined sequence steps in your sequence tasks in the CRM Workspace to engage with your prospective customers.

Before you begin

Role required: Sequence executor [sn_crm_sequence.executor]

Procedure

Navigate to Workspaces > CRM Workspace.
Select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Navigate to Sequences > My Sequence Tasks.
Select a sequence task record.
When the record opens, select the Sequence Steps tab.

The navigation pane lists the activities or steps you need to complete. The activity details and actions are displayed in the work area.
View sequence steps in Workflow Studio.
1. Go to the Details tab.
2. Select the Open record icon [Omitted image "circle-info-outline-24.svg"] Alt text: next to the Sequence field and select Open record.
  
  The associated sequence record opens in a new tab.
3. View the sequence by selecting Open steps.
  
  You're redirected to Workflow Studio where you can view the sequence diagram, including stages and activities.
After completing an activity, select an appropriate option to move to the next activity.

The sequence is marked as Completed when you finish all activities in the sequence task.

Parent Topic:Using Customer Engagement Sequences

Related topics

Fulfill a telesales sequence

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---
title: Complete predefined customer engagement tasks
description: Execute predefined sequence steps in your sequence tasks in the CRM Workspace to engage with your prospective customers.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/execute-sequence-steps.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Customer Engagement Sequences, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Complete predefined customer engagement tasks

Execute predefined sequence steps in your sequence tasks in the CRM Workspace to engage with your prospective customers.

## Before you begin

Role required: Sequence executor \[sn\_crm\_sequence.executor\]

## Procedure

1. Navigate to **Workspaces** &gt; **CRM Workspace**.

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

3. Navigate to **Sequences** &gt; **My Sequence Tasks**.

4. Select a sequence task record.

5. When the record opens, select the **Sequence Steps** tab.

The navigation pane lists the activities or steps you need to complete. The activity details and actions are displayed in the work area.

6. View sequence steps in Workflow Studio.

1. Go to the **Details** tab.

2. Select the Open record icon \[Omitted image "circle-info-outline-24.svg"\] Alt text: next to the **Sequence** field and select **Open record**.

The associated sequence record opens in a new tab.

3. View the sequence by selecting **Open steps**.

You're redirected to Workflow Studio where you can view the sequence diagram, including stages and activities.

7. After completing an activity, select an appropriate option to move to the next activity.

The sequence is marked as Completed when you finish all activities in the sequence task.

**Parent Topic:**[Using Customer Engagement Sequences](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-customer-engagement-sequences.md)

**Related topics**

[Fulfill a telesales sequence](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/complete-telesales-sequences.md)