Level cadence control

What it is

Bloobirds offers you the possibility to stop or change the cadence of a company or a lead at any point in time.

How does it work

Stopping the cadence

Click on the Cadence control link above the cadence board. This can be done for companies or leads, in their own profile.

Select YES, STOP THE CADENCE, select I don't want to do anything else and then press CONTINUE.

The cadence will disappear from your board.

If you then wish to re-activate the activity, click on the link above the cadence board.

And decide if you want to manually activate a new cadence or program a next step.

Configuring a new cadence

Click on the Cadence control link above the cadence board.

Select YES, STOP THE CADENCE and I want to configure a new cadence, press CONTINUE.

You will now be able to choose from all cadences you have configured on Bloobirds admin.

Note

If you want to add new cadences or modify existing ones, you can do so on Bloobirds admin Cadence section if you have admin rights.

Select the date where you want the new cadence to start.

Important

If you want, there will be changes in the lead and company status. After modifying the cadence, you have the option of change the status too.

Scheduling a next step

Click on the Cadence control link above the cadence board.

Select YES, STOP THE CADENCE, select I want to manually schedule a next step and then press CONTINUE.

Select the date, title of the task and lead associated, click on SAVE.

You can save it on your calendar if you wish to.

The task will be registered on the cadence board, Tasks section.