Any employee in the company is free to develop their own cadence. A personal cadence can only be played, paused, or edited by the owner of the cadence. But, the organization's administrator and the manager of the same group are only able to see everyone's personal cadences.
Steps to create personal cadence:
These are the steps to create a personal cadence:
Primary Steps-
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Step 1 - Login to your Cadence tool. Go to your Cadence page and click on the top right corner where you see New Cadence.
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Step 2 - Once the Popup modal appears, give a Cadence Name (be careful the Cadence name has to be unique), and select Personal from the type field. You can add a description of a cadence (this is not mandatory).
Secondary Steps-
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Step 3 - Once you are inside your Cadence, you can click on Add your first step and select your task type.
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Step 4 - Once you have finished adding steps, you can go back. Go to your CRM and import leads. While importing leads, you can select a Cadence and add leads to the Cadence.
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Step 5 - Click on Launch Cadence.
Frequently Asked Questions (FAQs)
Q. Who can create personal cadences?
Ans: Anyone in the organization can create a personal Cadence. Only the owner of the personal cadence can play/pause/edit their personal cadences.
Q. Who can view personal cadences?
Ans: The owner of the personal cadence, the manager of the same group and the admin can view personal cadences.
Q. Can a manager from another group view/edit/pause a personal cadence of a salesperson of another group?
Ans: No, a manager from a different group doesn't have access to the personal cadence of a salesperson who belongs to another group.
Q. Can an admin view personal cadences?
Ans: Admin can view anyone's personal cadence. However, he can only pause/play/edit only the personal cadence of his own.
Q. Who can share personal cadences?
Ans: Anyone who has access to a personal cadence can share. So, the owner of the personal cadence, the manager of the same group, and the admin can share a personal cadence.
Q.Who can duplicate a personal cadence?
Ans: Only the owner of a personal cadence can duplicate a personal cadence.
Q.Who can import leads in a personal cadence?
Ans: Anyone who has access to the personal cadence can import leads in a personal cadence. So, the owner of the personal cadence, the manager of the same group, and admin can import leads in a personal cadence.
Q. Who can move leads from a personal cadence to another cadence?
Ans: The owner of the personal cadence move leads from his/her personal cadence to another personal cadence. Manager or admin ??
Q. Who can do owner reassignment in a personal cadence?
Ans: The owner of the personal cadence can change the owners from the cadence people page. Owner reassignment happens only within that group. You can't change the owner who belongs to another group. Also the salesperson must have the rights in CRM for Owner changes.
Q. How do I get a license for Cadence?
Ans: Reach out to your account admin to create a new Cadence user. A specific document outlining the procedure for adding a new Cadence user can be obtained from your support team, which provides step-by-step instructions for license assignment.