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Manage Cadence Targets
Sales Engagement users can easily add, remove, reassign, and manage their targets in 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. |
- Add Prospects to a Cadence
Take prospective buyers through a scheduled sales outreach sequence by adding them to a cadence. - Assign Prospects to a Different Sales Rep
If you want to reassign in-progress cadence targets to a different rep, update the target assignee without removing the target from the cadence. - 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. - Add Leads, Contacts, or Person Accounts to Your Work Queue with Cadences
Add prospects to cadences from list views, record detail pages, or reports. When you add prospects to a cadence, the emails, calls, and other tasks defined in the cadence appear in the Cadences tab of the target assignee's Work Queue. You can also add separate activities not directly related to a cadence. These tasks appear on the My List tab of the Work Queue. - Cadence Target Dispositions
Cadences are a great tool for qualifying large numbers of leads and other prospects. Sales Engagement assigns a disposition to each prospect when they finish or exit a cadence. The disposition indicates how the target responded to the cadence, so you can see which targets to invest in further. You can view target dispositions in reports.
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