Apply Cadences in Bulk | Scribe

    Apply Cadences in Bulk

    • SalesforceSalesforce
    **Cadences Considerations** - When cadence is stopped, "has cadence" checkbox is **automatically unchecked** - If new cadence is added, "stop cadence" checkbox on PREVIOUS cadence is **automatically checked** - When all scheduled cadences equal complete, "stop cadence" checkbox is **automatically checked and "has cadence" checkbox is unchecked** - If last active cadence is deleted, all scheduled tasks, emails and sms are **set to COMPLETED and "has cadence" checkbox is unchecked**
    Click "Leads"
    Select up to 100-200 records. Limitations vary depending on the number of background processes in your particular org.
    Click "Show more actions"
    Click "Bulk Add Cadence"
    "Note: Leads converted or with a related cadence were removed from the section."
    Select your preferred **SMS** and/or **Email** and/or **Task** template folder.
    Click this button.
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