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            Add a Cadence for Your Sales Prospecting Bot

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            Add a Cadence for Your Sales Prospecting Bot

            Create a cadence for your sales prospecting bot called Sales Bot Cadence. That way, you can guide sales reps that are assigned to bot-generated leads through a scheduled sequence of prospect outreach activities.

            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 create cadences:

            Sales Engagement Cadence Creator

            OR

            Sales Engagement Cadence Creator Included
            1. In the Sales Engagement app, select Cadences from the Navigation menu. Then click New Cadence.
            2. For the Name field, enter Sales Bot Cadence. Your bot’s cadence must be named Sales Bot Cadence.
            3. Select the Public Cadences folder, then click Save.
            4. Add steps to your cadence. To send prospects to another cadence when they finish this one, click the End step. Turn on Exit to linked cadence, and then choose an active cadence.
            5. When you’re finished adding steps and ready to start assigning prospects to the cadence, click Activate.

            See Also

             
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