After importing your list(s), you can either assign all the prospects to a Cadence or you can select specific prospects and assign them to a Cadence.

Assign all Prospects to a Cadence:

Below you will be shown how to assign all prospects to a Cadence:

1. In the Prospects tab, search for the prospects using one of the following fields – Tag, Cadence, Contact Name or Account Name.

2. Then, click on the Assign All button above the grid.

3. A confirmation message will be displayed as shown below. Click OK to assign all the prospects to a Cadence or click Cancel to cancel the process.

4. When clicking the OK button, the Assign to a Cadence window pops up, select the Cadence from the dropdown and click Start Cadence.

Once you have clicked Start Cadence, your prospects will be assigned to the cadence selected.

Assign Selected Prospects to a Cadence

Below you will be shown how to assign selected prospects to a Cadence:

1. In the Prospects tab, select the prospects you wish to assign by clicking the checkbox to the left of your prospects.

2. Then, click on the Assign button above the grid.

3. After the Assign to a Cadence window pops up, select a Cadence from the dropdown and click Start Cadence.

Once you have clicked Start Cadence, your prospects will be assigned to the cadence selected.

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