Below you will be shown how to move prospects from one Cadence to another Cadence.
- In the Prospects tab, search for the prospect(s) that need to be moved to another Cadence. Select the prospect by clicking the checkboxes to the left of their names.
- Then, click on the Move button above the grid.
- After the Move To Another Cadence window pops up, select the Cadence from the dropdown and click Move.
A confirmation message will be displayed, as shown below. Click OK to move the prospects to another Cadence or click Cancel to cancel the process.
- Once you have clicked OK, your prospects will be moved to the selected Cadence.
Please contact ConnectLeader Support for any questions at support@connectleader.com or 603-952-2505.