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            Remove Prospects from a Sales Engagement Cadence

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            Remove Prospects from a Sales Engagement Cadence

            If you no longer want to target a prospect or you want to add them to a different cadence, remove them from their current cadence. You can remove one or all prospects from 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 remove prospects from a cadence:

            Sales Engagement User or Sales Engagement User Included

            OR

            Sales Engagement Cadence Creator Included

            OR

            Modify All Data

            Except for users with Modify All Data permission, you must be one of the following to remove a target from a cadence:

            • The target assignee
            • The owner of the target lead, contact, or person account record
            • The creator of the cadence

            Guest users can't remove targets from cadences.

            To remove a single prospect from their assigned cadence:

            1. Go to the lead, contact, or person account detail page of the prospect you want to remove.
            2. From the Actions menu, choose Remove From Cadence.
            3. Choose a disposition for the target. The disposition indicates the result of the cadence for that target.
            4. For cadences used to nurture opportunities, you can add or update a related opportunity for the target.

            To remove all prospects from a cadence, from the cadence detail page, go to the Cadence Targets related list. Then click Remove up to 200 Targets until all prospects are removed.

            To remove prospects from a list view, select up to 200 records and click Remove from Cadence.

            To remove prospects from a cadence from a report, adjust the report filters until only the records you wish to remove are shown. Then click Remove from Cadence.

            Note
            Note You can remove up to 200 prospects from a cadence at once.
             
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