Activity Series allows you to select contacts for each of the activities in the sequence you’ve created, as well as remove contacts, switch them out, schedule the same Activity Series with new contacts, etc. It’s an easy and versatile feature for any business to use.

To start an Activity Series, all you have to do is click schedule at the top left, then click activity series. First in this pop-up window, you can choose which Activity series template to use for this series.

After this, you choose the anchor date. When creating Activity Series, for each specific activity you choose how long before or after the anchor date that activity will be created for your contact. They can be any number of days, weeks, or months, before or after the anchor date.

Below that, you can choose which contact or contacts to schedule this Activity Series with. Click schedule and your activity series will have been started.