How to Add a Call Step to a Campaign Sequence?

You no longer have to wait for a reply to pick up the phone - you can build a manual call directly into your outreach sequence, right alongside your email steps.

Step 1: Open the Sequence Builder

• Go to Email Campaigns and Create a New Campaign (Learn More)

• Click the Sequence tab

Step 2: Add a Sequence Step

• Below your existing step(s), click + Add Sequence

• Three step types appear:

  • Email - Automated email

  • Call - Add to queue

  • Manual - Send manually

• Select Call

Step 3: Set the Delay

• Set Wait for [X] days to control how long after the previous step the call step should trigger (e.g., "Wait for 2 days" after Email Step 1)

• The new step appears in the Sequence Flow as Call Step [N] - Manual phone call to lead

Step 4: Save

• Click Save, or continue to Next: Email Accounts

• Your changes auto-save as you build the sequence

A Call step is a manual dial - it queues the lead for your team to call, it does not place an automated call.

Where These Leads Go

Once a lead reaches a Call step in the sequence:

• They're automatically added to the Sequence Leads queue inside the dedicated SmartDialer section (not Master Inbox)

• Leads are shown with their local time, so you can call during their business hours

• Leads waiting more than 7 days surface a reminder banner so none get missed

For the full workflow on working this queue, dialing, reviewing call logs, and managing your numbers from the dedicated SmartDialer section, see: SmartDialer Section: Call Queue, Logs & Numbers.