IntelliCRM FAQs - How to Setup Cadence

Sales Cadence is the process that efficiently organizes activities (aligned with an organization's proven, best sales practices) and places the multi pronged approach in a specific sequence of actionable activities to be taken by a salesperson to drive the best sales results!

Step 1

Click on the Settings icon then select Cadence

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Step 2

Enable Cadence by selecting On



Step 3

Choose what Record Types to apply the Cadence to



Step 4

Choose when to apply the Cadence (when Adding Records and/or when Importing Data)



Step 5

Choose to force Cadence or not



Step 6

Choose what time each Activity will be due by each day



Step 7

Setup your Cadence – Please contact us for suggestions