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Add Prospects to a Cadence
Take prospective buyers through a scheduled sales outreach sequence by adding them to a cadence.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
| User Permissions Needed | |
|---|---|
| To add prospects to cadences: | Sales Engagement User or Sales Engagement User Included OR Sales Engagement Cadence Creator Included OR Modify All Data |
To add prospects from a record detail page:
- Go to the detail page of a lead, contact, or person account you want to add to a cadence.
- From the Actions menu, choose Add to Cadence.
- Enter the cadence name.
- For the Target Assignee, choose the record owner, yourself, or any other Sales Engagement user. The sales outreach steps for the prospect you’re adding appear automatically in the assignee’s work queue as they come due.
- For cadences that are intended to nurture opportunities, add the target’s pending opportunity to the Related To field.
- For cadences that are intended to collect payment for invoices, add the target’s pending invoice to the Related To field.
- Click Add.
To add prospects from a list view, select up to 200 records and click Add to Cadence.
To add prospects from a report, adjust the report filters until only the records you wish to add are shown. Then click Add to Cadence. The report can include only leads, contacts, or accounts as the primary object, and can't include any grouping. Reports that include a secondary object don't support adding prospects to cadences. If you edit a report to meet these conditions, save and then run the report before adding prospects to a cadence.
To add more than 200 records from a report, add the cadence State field to the report and filter the results to exclude records with a cadence State of Active. This way the report shows only records that haven’t yet been added to a cadence.
