Below you will be shown how to create a Cadence with touches.

1. In the Cadences tab, click on the New Cadence button to create a new cadence.

2. After the New Cadence window pops up, enter the Cadence Name and Description in the respective fields. The Description is not required.

3. Click Save to create a Cadence and proceed to adding your touches.

4. Click on the Add a Touch dropdown from the Touch Info section and select the Touch Type.

The available touches are:

o  Add Email Touch

o  Add Call Touch

o  Add Other Touch

o  Add LinkedIn Touch

o  Add Text Touch

5. Enter the required details in the respective windows and click Save to save the touches.

6. Select the sharing option from the Sharing section.

Please refer to the article ‘How do I share a Cadence?’ for detailed information on sharing a Cadence.

NOTE: You are restricted from changing the Sharing option once you saved the Cadence, as the Sharing option will be disabled/grayed-out. Hence, it is recommended to select the Sharing option after adding the touches (before saving the Cadence).

Please contact ConnectLeader Support for any questions at support@connectleader.com or 603-952-2505.