Schedule Overview

What a Schedule Is

A Schedule is an automated workflow that operates on leads. Schedules are the engine behind outbound nurture sequences, scheduled callbacks, lead distribution to external systems, and any other action-over-time behavior in TrackDrive.

A schedule is an ordered sequence of actions (dial, wait, webhook, CRM post, restart, etc.) executed on a lead. Once the lead is enrolled, the schedule processor advances each lead through its actions based on each lead's next-action time.

Schedule Type

Each schedule has a type. Two values are in active use:

• contact_caller - this schedule dials or messages a consumer. This is the standard lead-outreach type.
• lead_distribution - this schedule distributes the lead to external systems (webhooks, CRM posts, ping-tree reposts) without necessarily calling the consumer itself.

Different schedule types shows different action menus and validation rules in the UI.