Add Leads, Contacts, or Person Accounts to Your Work Queue with Cadences

Add leads, contacts, or person accounts to your Work Queue from record detail pages, list views, or reports. If you’re trying to add multiple records at a time, it’s easiest to add records from a list view or a report. In a list view, switch to a table view, select the records you want to add, and add records using the actions available.

• To add a prospect to an existing cadence, select Add to Cadence. You can add a prospect to more than one cadence at a time. For example, you can use one cadence to sell new products and another to sell upgrades to an existing product.
• To add a separate call or email, select Add to My List from the actions dropdown.

To add leads, contacts, or person accounts from a report, 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.

You can add up to 200 records to a cadence at a time. 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.

The Total Cadences field on lead, contact, and person account list views shows how many cadences each prospect is assigned to.