How Schedules Operate on Leads

How Schedule Actions Run

A schedule is a sequence of actions. The system selects the next batch of leads with ready actions and processes each one, firing the action's behavior (dial, SMS, HTTP post, wait, branch, update token, disposition handling).

Multiple schedules cannot run on the same lead concurrently. A lead belongs to a single schedule and follows one schedule's sequence at a time. Schedule triggers can move a lead from one schedule to another, and a lead can be restarted on a new schedule, but each transition replaces the previous schedule's progress.

Triggers

Schedule triggers fire the start of a downstream schedule when a condition is met on a lead. See the Schedules article for the exhaustive list of trigger types and their evaluation order.