Add, edit, delete, or reorder the steps in a sequence at any time. Steps are the touches in a sequence: emails, LinkedIn actions, calls and custom tasks. You manage them on the sequence's Overview tab.
👉 Add a step
Go to Sequences, open the sequence, and stay on Overview.
Click Add Step and pick a type: Email (Automatic), Email (Manual), LinkedIn (Automatic), LinkedIn (Manual), Call, Custom Task, or Deep Research.
For step 2 onward, set how many days after the previous step it should run.
Click Next (emails) or Save (tasks), write the content, and click Save.
📌 Email (Automatic) is on every plan. Manual, LinkedIn, Call and Custom Task steps depend on your plan; a locked step shows an upgrade prompt. Deep Research shows only if it's enabled for your team, and a sequence can have just one (it shows ✓ Added once used).
👉 Edit a step
Go to the sequence you want to modify.
Hover over the More Options icon (⋮) on the step you want to edit and choose Edit.
Adjust the delay (or task details) before the step sends. For example, to make Step 2 send 4 days after Step 1, set the delay to 4 days and click Update. To change an email's content, edit the variant itself.
📌 Step 1 has no delay. It runs as soon as a contact starts.
👉 Delete a step
Go to the sequence you want to modify.
Hover over the More Options icon (⋮) next to the step you want to delete.
Click Delete and confirm. The step is permanently deleted.
📌 Once a sequence is live and has contacts, steps can no longer be deleted. You can still edit and reorder them.
👉 Move a step
Two ways to reorder steps:
Drag and drop: click and hold the step, drag it to the new position, and release.
Move up / Move down: open the step's More Options menu (⋮) and click Move up or Move down.