With quick cadences, you can create personal communication templates to save time by
easily adding your own outreach steps to your To Do List and Work Queue. Create quick cadences for
calls, emails, LinkedIn InMail, and custom steps. Then assign leads, contacts, and person accounts
to a quick cadence to take action later.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud and included in Professional,
Enterprise, Performance and Unlimited Editions
|
| Available in Sales Engagement with Sales Cloud, in Performance and
Unlimited Editions, and available for an extra cost in Professional
and Enterprise Editions. Sales Engagement is also available for an extra cost
in Service Cloud and Lightning Platform.
|
By creating a quick cadence, you can customize your outreach, add follow-ups to your Work Queue
and To Do List, and avoid repetitive work. When you create a quick cadence for a call or email,
you can include a call script or email template. You can also set the quick cadence to repeat up
to 10 times or until a specific engagement occurs. Then you can assign leads, contacts, and
person accounts the quick cadence to remind yourself to perform the outreach later.
Quick cadences are different from standard cadences because they only have one step (which can
be repeated up to 10 times) and can be created by any Sales Engagement user, not just
managers.
For a video demonstration of creating a quick cadence, see How Quick Cadences Help
Sellers Automate the Mundane.
- Create a Quick Cadence
Easily remind yourself to reach out to prospects in specific ways with quick cadences. Create a quick cadence to send an email with a specific template or to make a call with a call script. To add the task to your Work Queue and To Do List, assign the quick cadence to a lead, contact, or person account.
