When you click on a given task, a little side window will appear on your right. This window is called a quick view.
The following things can be done in a quick view:
1.You can view the details of the lead and can edit it by clicking on the pencil icon.
2. When you click on the 3 dots on the right of the CTA button, you will have options:
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- A. Skip task: This option allows you to skip the task. An activity will be created whenever you skip a task.
- B. Pause cadence: This option allows you to pause the cadence for the particular lead to which the task belongs. You can resume the cadence later once you have paused it. An activity will be created for this.
- C. Stop cadence: This option allows you to stop the cadence for the particular lead to which the task belongs. Once stopped you cannot resume the cadence for this lead. An activity will be created for this.
- D. Add a reminder: This option allows you to add a reminder to the cadence for a particular lead to which the task belongs.
- E. Move to another Cadence: This option allows you to move the lead to another cadance.
3. You can add a note for the lead by clicking on the “Add note” button.
4. Book a Demo: Using this option you can book a demo for the particular lead for the specific cadence.
5. Export a lead: Using this option, you will be able to import any Google Sheet or Excel Sheet lead into Cadence.