Guides
Documentation Sign In
All guides

Add a call step

A call step becomes a task on its due day, with the contact’s notes ready in the dialer.

6 steps about 1 min captured 2026-10-17 Artra
1

Open a sequence from "Sequences".

Step 1: Open a sequence from "Sequences".
2

Click "Add step".

Step 2: Click "Add step".
3

Choose "Call".

Step 3: Choose "Call".
4

Add call notes or a script. They show in the dialer’s "Prep" tab when the call comes due.

Step 4: Add call notes or a script. They show in the dialer’s "Prep" tab when the call comes due.
5

Click "Save Step".

Step 5: Click "Save Step".
6

On the day, the call appears under "Scheduled today" as "Action due"; click it to dial.

Step 6: On the day, the call appears under "Scheduled today" as "Action due"; click it to dial.
Screenshots are captured from the live app and regenerated with each release. Read the full documentation Need help? Contact support