---
schema_version: "1"
id: c499174322eabf0a257eacb18ba4c2b9632fda9b00df0ef84756e0b14ff30c24
title: Add Prospects to a Cadence
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_cadences_add_targets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_cadences_add_targets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c2c6e6ae4e0229167c2345d9b093bbff3536aa2a6b53189a42cf177aeece864
description: Take prospective buyers through a scheduled sales outreach sequence by adding them to a cadence.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Add Prospects to a Cadence

Take prospective buyers through a scheduled sales outreach sequence by adding them to a cadence.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <a href="https://www.salesforce.com/sales/engagement-platform/" target="_blank">Sales Engagement</a>, which is included with Sales in <strong>Performance</strong>, <strong>Einstein 1</strong>, and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d53711e80">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53711e80 ">To add prospects to cadences:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53711e80 ">
              <p>Sales Engagement User or Sales Engagement User Included</p>
              <p>OR</p>
              <p>Sales Engagement Cadence Creator Included</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

To add prospects from a record detail page:

1. Go to the detail page of a lead, contact, or person account you want to add to a cadence.
2. From the Actions menu, choose **Add to Cadence**.
3. Enter the cadence name.
4. For the Target Assignee, choose the record owner, yourself, or any other Sales Engagement user. The sales outreach steps for the prospect you’re adding appear automatically in the assignee’s work queue as they come due.
5. For cadences that are intended to nurture opportunities, add the target’s pending opportunity to the Related To field.
6. For cadences that are intended to collect payment for invoices, add the target’s pending invoice to the Related To field.
7. Click **Add**.

To add prospects from a list view, select up to 200 records and click **Add to Cadence**.

To add prospects from a report, adjust the report filters until only the records you wish to add are shown. Then click **Add to Cadence**. The report can include only leads, contacts, or accounts as the primary object, and can't include any grouping. Reports that include a secondary object don't support adding prospects to cadences. If you edit a report to meet these conditions, save and then run the report before adding prospects to a cadence.

To add more than 200 records from a report, add the cadence State field to the report and filter the results to exclude records with a cadence State of Active. This way the report shows only records that haven’t yet been added to a cadence.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note You can add up to 200 prospects to a cadence at once. You can only add prospects to cadences you have access to. If you lose access to a cadence, you can’t view lead, contact, or person account records assigned to the cadence in Salesforce Classic.