Add a Contact to a Cadence

Purpose

The purpose of this article is to provide an overview of Cadences, why we use them, and to learn to add a contact to a Cadence

Cadences guide new and veteran reps alike through the prospecting and opportunity nurturing processes—including when to email a prospect, when to call, when to wait, and more. Managers can specify call scripts and email templates for each step, and create branched cadences with different outreach depending on the results of sales calls or emails.

Intended Audience

This article is for anyone in a customer facing role who wants to reach out to contacts through multiple channels(email, phone, etc...)

  1. Open Salesforce
  2. Navigate to the record of the demo, prospect, or customer you have dealings with
  3. The sales engagement panel should show contacts for the opportunity or account.
    1. IF it says no contact roles
      1. Click Add Contact Role
      2. Choose The Contact and Click Next
      3. Choose the Role
      4. Click Save
  4. Find one and Click the Add to Cadence Button
  5. Choose [name of cadence]
  6. Leave target assignee as “Me”
  7. You should not have to, but if empty, under “For related to type” - type the name the Account, Contact, or Opportunity
  8. The contact record should now show as part of a cadence under the sales engagements section
  9. If you go and view your work queue you should also see them in the list.

Customer Success App

Mockingbird App

Longhorn App

How did we do?

Check Info on a Contact within Inbox

Contact