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Cadences Working a Cadence
Open the “Work Queue” tab by using the main navigation arrow. Any contact/lead you have in a cadence with a step due today or that is overdue will appear here. Click the drop-down arrow next to the title of the cadence. A tab below will open showing the lead or contact’s name. Your first or next step in your cadence to complete will also appear here. Click the checkmark icon next to a leads name and more instructions on how to complete a step will appear When you’ve finished a step OR if you need to skip a step, click the drop-down arrow next to the checkmark icon beside the leads name and select complete or skip step. Two Ways to Remove Lead or Contact from a Cadence From Work Queue in Sales Engagement, find the lead to be removed. Click the drop-down arrow next to their name, then click “Remove from Sales Cadence”. Select the disposition and click “Remove”. OR From the contact or lead’s page, scroll far to the right side to see “Sales Engagements”. Click the drop-down arrow next to “Sales Cadence Steps”. Select “Remove from Sales Cadence”. Select the disposition and click “Remove”.
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