Priorities and delays determine when and in what order tasks are activated for salespeople. Configuring them correctly is key to optimizing the team's workflow.
Priority System
Each task template has a priority number (0-999):
- Lower number = Higher priority (1 is more urgent than 5)
- Tasks with priority 0 are the most important
- If a contact has multiple pending tasks, they only see the highest-priority one
Execution Order
When there are multiple active tasks, the system orders them by:
- Priority (lower number first)
- Number of attempts (fewer attempts first)
- Queue method (FIFO or LIFO depending on configuration)
Priority Board
Go to Sales Brains (Playbooks) > [Select Sales Brain (Playbook)] > Priorities to view and rearrange priorities:
- Drag templates between columns to change their priority
- Inbound call tasks are always at priority 1 (cannot be moved)
- You can add or remove priority levels as needed
Delay Types
There are two independent delay configurations:
Delay Since Last Completed Task
Waits X time after the contact completes any other task before activating this one.
- Useful for not saturating the contact with consecutive calls
- The time is counted from the last completed task (of any different template)
Delay Since Stage Change
Waits X time after the contact enters the current stage.
- Ideal for giving the contact time to respond before the first contact
- The time is counted from when the contact entered the current state
Available Time Units
| Unit | Behavior |
|---|---|
| Minutes | Exact sum at the moment of activation |
| Hours | Exact sum at the moment of activation |
| Days | Activates at the start of the next day (00:00) |
| Business days | Calculates working days, activates at the start of the day |
Delays in days and business days always activate at midnight of the calculated day, not at the exact time.
Activation Moment Calculation
The system calculates when a task becomes active using the maximum of:
- Current moment
- Delay time since last task (if configured)
- Delay time since stage change (if configured)
If both delays are active, the system waits for whichever is greater.
Configuration in the Template Editor
Navigate to Sales Brains (Playbooks) > [Sales Brain (Playbook)] > [Stage] > [Task Template] > Start Conditions:
- Enable "Delay since last completed task" if you want to space out tasks
- Set the numeric value and time unit
- Enable "Delay since state change" if you want to give time after a stage change
Interaction Between Priority and Delay
- Delay controls WHEN the task becomes visible to the salesperson
- Priority controls the ORDER when multiple tasks are active
Example:
- Task A (priority 1) created at 10:00 with a 2-hour delay → active at 12:00
- Task B (priority 2) created at 10:00 with no delay → active immediately
- At 11:00: Only Task B is available
- At 12:00: Both available, Task A is shown first due to higher priority
Conclusion
Combine priorities and delays to create intelligent workflows that respect the customer's schedule and optimize the commercial team's work.
Relevant Scenarios
- Configure follow-up tasks to activate 24 hours after first contact
- Set closing call tasks to only appear 2 business days after sending the proposal
- Prioritize hot lead calls over routine follow-ups
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