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            Create a Cadence with Cadence Builder 2.0

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            Create a Cadence with Cadence Builder 2.0

            Build sales programs that can respond to prospect engagement with Cadence Builder 2.0 cadences.

            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
            Note
            Note To watch a video demonstration of building a cadence with Cadence Builder 2.0, see Cadence Builder 2.0.
            1. In the Sales Engagement app, choose Cadences from the Navigation menu.
            2. Click New Cadence.
            3. Click Open Cadence Builder 2.0.
            4. In the left panel, click Cadence Overview.
              In the right panel, enter a name and description for your cadence.
            5. In the left panel, click Main.
              The Main track is usually used for targets that haven't yet engaged with your cadence.
            6. Drag a step from the left panel to the Main track canvas.
              In the right panel, configure the details for the step.
            7. Repeat with the remaining steps you want to add to the Main track.
            8. In the left panel, click Positive.
              Use the Positive track for steps for targets who have engaged or shown interest.
            9. Add and configure steps in the Positive track.
            10. Repeat with the Negative Track.
              Use the Negative track for steps for targets who have shown a lack of interest.
            11. In the left panel, click Positive. In the right panel, choose the engagement events you want to send a target to the Positive track.
              Calls generate the Meaningful Connect, Not Interested, Unqualified, Left Voicemail, and Call Back Later events. Emails generate the Reply, Open, and Link Click events.
            12. In the left panel, click Negative. In the right panel, choose the engagement events you want to send a target to the Negative track.
            13. In the left panel, click Main. In the right panel, choose the engagement events you want to send a target out of the cadence.
            14. When you're finished, click Save.
              If you're ready to activate the cadence and being adding targets, click Activate.

            You can perform these steps in whatever order is easiest for you.

             
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