Once an Email Sequence has been initialized for a deal, follow these steps to add Email Steps in Taskip.

Step 1: Open the Sales Pipeline #

1. Navigate to the Dashboard.
2. Click on Sales Pipeline from the left sidebar.

Step 2: Access the Deal’s Email Sequence #

1. Click on the deal name to open its details.
2. Select the Email Sequence tab.

Step 3: Add a New Email Step #

1. Click on “+ Add Step” in the top-right corner.
2. A modal titled “Add New Step” will appear.

Step 4: Configure the Email Step #

1. Step Title – Enter a title for the email step.
2. Email Subject – Define the subject line of the email.
3. Wait Days / Wait Hours – Specify the delay before sending this email after the previous step.
4. Email Content – Write the body of the email. You can use variables such as:
   • {{Name}} for the recipient’s full name.
   • {{Email}} for the recipient’s email.
   • {{Workspace Name}} for the workspace details.

Step 5: Save the Email Step #

1. Click the “Add Step” button to save the email sequence step.
2. Repeat the process for additional steps if needed.

Once the steps are added, Taskip will automatically send emails according to the sequence timing.