How to create an opportunity cadence


Now you can create cadences for companies, leads and opportunities

We recommend you name them Type of object + cadence name so you can locate them easily. For example, “OPP – Cadence 1” or “LEAD – Test cadence”.

To create an opportunity cadence the process is the same. Take into account that in the future you may want to reschedule steps or the whole cadence so choose thereschedulable option.

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.