Kalent now offers a new outreach sequence system. It is only available on new sourcings created after this feature was enabled on your workspace.
If you are still working in an older sourcing, you can migrate in a few steps.
1. Why doesn't my current sourcing have the new sequences?
Each sourcing keeps the outreach system version it was created with. Older sourcings stay on the previous system; only new sourcings get the new sequences.
2. Create a new sourcing
From your sourcing list, create a new sourcing. That new sourcing will automatically include the new sequence system.
3. Transfer your candidates
See the tutoriel here.
4. Start a sequence on the new sourcing
Once your candidates are in the new sourcing, configure and start a sequence with the new outreach system.
You can find a tutorial to learn how to use the new sequence system here.
How can I tell if a sourcing uses the old or the new system?
There is no single cut-off date. Each sourcing keeps the system it was created with.
Visual check in the sourcing list view:
A single Sequence column = new system (2.0).
Separate WhatsApp, LinkedIn, Email, and SMS columns = old system.
Multi-channel steps (LinkedIn, Email, WhatsApp, and SMS in the same sequence) exist only on the new system.
On a 2.0 sourcing, the action is Add X talents to a sequence. The older path contact X talents then set up my sequences (Favorites tab) belongs to the old system.
