Add a cold call step

Before you start

Open the Campaigns, sequences, and sender rotation area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open Campaigns, sequences, and sender rotation

Go to the Campaigns, sequences, and sender rotation area and confirm you are in the correct workspace before making changes.

Add a cold call step: Campaigns, sequences, and sender rotation starting screen — Add a cold call step

Step 2

Complete the main action

Use call tasks or voice-call steps inside a sequence.

Add a cold call step: Main workflow state — Add a cold call step

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Add a cold call step: Result or confirmation state — Add a cold call step

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use add a cold call step?

Use this guide when you need to understand or complete this workflow inside Campaigns, sequences, and sender rotation. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Launch safelyRun the launch checklist before sending

Review audience, senders, sequence copy, personalization, schedules, and validation blockers.

Review checklist

See it in the productExplore Campaigns