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 wish to move to another Cadence. Select the prospect(s) 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 prospect(s) to another Cadence or click Cancel to cancel the process.
- Once you have clicked OK, your prospect(s) will be moved to the selected Cadence.
Please contact ConnectLeader Support for any questions at email@example.com or 603-952-2505.