Fulfill a telesales sequence
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
-
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.
-
In the record, select the Sequence Steps tab.
-
Review detailed call task information by selecting Call task details.
-
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.
-
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.
|
|
State |
Status of the call task. The available options are: - Open: The task has been created but work has not yet started.
|
|
Work notes |
Optional field for capturing internal work notes. |
- 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
---
title: Fulfill a telesales sequence
description: Connect with leads or customers using the click-to-call outbound calling capability in telesales flows.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/complete-telesales-sequences.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Customer Engagement Sequences, Sales automation apps, Use, Sales Customer Relationship Management]
---
# Fulfill a telesales sequence
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/compatibility-matrix-upgrade-info.md).
8. Complete the activity by setting the following fields.
<table id="table_okf_ycp_ghc"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Reason
</td><td>
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.
</td></tr><tr><td>
State
</td><td>
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.
</td></tr><tr><td>
Work notes
</td><td>
Optional field for capturing internal work notes.
</td></tr></tbody>
</table>9. Select **Save**.
10. 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-customer-engagement-sequences.md)
**Related topics**
[View sequence tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/view-sequence-tasks.md)
| title | Fulfill a telesales sequence |
| description | Connect with leads or customers using the click-to-call outbound calling capability in telesales flows. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/complete-telesales-sequences.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Customer Engagement SequencesSales automation appsUseSales Customer Relationship Management |