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


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