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            Simplifying Outreach Tasks with Quick Cadences

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            Simplifying Outreach Tasks with Quick Cadences

            With quick cadences, you can create personal communication templates to save time by easily adding your own outreach steps to your To Do List and Work Queue. Create quick cadences for calls, emails, LinkedIn InMail, and custom steps. Then assign leads, contacts, and person accounts to a quick cadence to take action later.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud and included in Professional, Enterprise, Performance and Unlimited Editions
            Available in Sales Engagement with Sales Cloud, in Performance 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 Cloud and Lightning Platform.

            By creating a quick cadence, you can customize your outreach, add follow-ups to your Work Queue and To Do List, and avoid repetitive work. When you create a quick cadence for a call or email, you can include a call script or email template. You can also set the quick cadence to repeat up to 10 times or until a specific engagement occurs. Then you can assign leads, contacts, and person accounts the quick cadence to remind yourself to perform the outreach later.

            Quick cadences are different from standard cadences because they only have one step (which can be repeated up to 10 times) and can be created by any Sales Engagement user, not just managers.

            For a video demonstration of creating a quick cadence, see How Quick Cadences Help Sellers Automate the Mundane.

            • Create a Quick Cadence
              Easily remind yourself to reach out to prospects in specific ways with quick cadences. Create a quick cadence to send an email with a specific template or to make a call with a call script. To add the task to your Work Queue and To Do List, assign the quick cadence to a lead, contact, or person account.
             
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