In the Edit Cadence window, you can reorder the saved touches by following the steps below:
NOTE: The Touches in a Cadence can be reordered ONLY for the Cadences in a ‘New’ status. You cannot change the touch order for Active Cadences.
- In the Cadences tab, click on the desired Cadence (in New status).
- The Edit Cadence window will be displayed.
- Click on the specific touch and Drag & Drop it to place it in the appropriate order.
- Click Save or Save & Close to save the changes and close the Edit Cadence window.
IMPORTANT NOTE: A Reply Email touch will follow the original email sent (New Email touch). If you try to move the Reply Email before the Email, a notification message will be displayed as shown below:
When clicking OK, the Reply Email will be converted to ‘New Email’, as shown below:
Please contact ConnectLeader Support for any questions at email@example.com or 603-952-2505.