How do I set cadences?

To set cadences you must create a group. You can set the amount of days for each group's cadence, meaning that the records inside the group should get a follow-up every certain day.

To set a cadence to a group on the web app:

Step 1- Click on “Plans”

Step 2- Click on “Groups”

Step 3- Select the type of Group in which you want to access (Company, People, Deal)

Step 4- You will see Groups created under the criteria you selected. each listed group will show a “Cadence” button so that you can set a different cadence for each group

Step 5- Click on “Cadence”

Step 6- Check the “Assign Cadence” box and set a cadence in days

Step 7- Hit “Save”

To set a cadence to a group on the Mobile app:

Step 1- Tab on "Maps"

Step 2- Tap on "Groups" at the bottom of the Map view

Step 3- Select the type of Group in which you want to acess (Company, People, Deal)

Step 4- Select the Group you would like to assign a Cadence to

Step 5- Tap on "Edit" at the right top corner

Step 6- Toggle on "Set Cadence" and add the Cadence interval