Apart from the Prospects tab, you can assign the unassigned prospects to a Cadence from the following tabs/screens:

• Cadence » View Cadence window
• Accounts » View Accounts » Prospects tab

From 'View Cadence' window

Below you will be shown how to assign unassigned prospects to an active Cadence from the View Cadence window:

1. In the Cadences tab, click on the View icon to the left of the Cadence name you wish to add the unassigned prospects.

2. The View Cadence window will be displayed.

3. Click on the Assign Prospects button on the top to directly assign the unassigned prospects to the current/active Cadence.

4. The Assign Prospects to Cadence window will be displayed.

5. Search and select the desired prospect(s) from the Prospects dropdown and click the Assign to Cadence button.

NOTE: In order for your prospect name to appear in this dropdown, the prospect will need to be within TruCadence.

6. The selected prospect(s) will be assigned to the current cadence.

From 'View Accounts' window

Below you will be shown how to assign unassigned prospects to a Cadence from the View Accounts window:

1. In the Accounts tab, click on the Account that includes the unassigned prospects that should be assigned to a Cadence.

2. The Account Information window of the selected Account will be displayed.

3. Navigate to the Prospects tab and click on the 'Unassigned' status to view all the unassigned prospects under this Account.

4. Select the unassigned prospects in the list and click on the  Assign button over the grid.

5. The Assign to a Cadence window will be displayed. Select the desired Cadence from the dropdown window and click on the Start Cadence button.

6. The prospect(s) will be assigned to the Cadence selected.

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