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Working in Sales Engagement
Adding a single lead/contact to a cadence
Search for your contact or lead in Salesforce
Click into the lead/contact and click “add to sales cadence”
TIP: Depending on if you’re in Sales Engagement or Sales Lightning, this button may be in a different location. Best practice is to use Sales Engagement as it’s easier to find from there.
Adding multiple leads or contacts to a cadence:
To view multiple leads at once for a single cadence, you might want to change your view. Open the “Leads” or “Contacts” tab using the main navigator at the top of the screen. Click on the List View of the type of lead/contact you want to focus on. Check the empty checkboxes next to each lead to select them. Click “Add to Sales Cadence”. Use the search bar to find the cadence you want. Click “Add”.
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