Adding People to a Cadence

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A Cadence without contacts is like a car without gas; it may look nice, but it's not going to get you where you need to go! Cadence gives you a number of options for adding people to a cadence. You can:

Add an Individual from Their Profile

Step 1: Navigate to a person's page by searching for them or clicking on their name.

Step 2: Click the "Add to Cadence" button and find the cadence you want to add them to.

Here's a quick walkthrough:

 

Add from the Import Screen

Step 1: Navigate to the "Import" tab and select your importing source.

Step 2: Select the people you want to import, then click "Finish and Add to a Cadence." Select the cadence you want to add to.

 

Add from the "People" Tab

Step 1: Navigate to the "People" tab on the left toolbar.

Step 2: Select the people you want to add by clicking the checkbox next to their name.

Step 3: Click the green "Add to Cadence" button and select the cadence you want to add your contacts to.

 

 

Add from Another Cadence

Step 1: Click "Cadences" on the lefthand toolbar. Find the cadence you want and click the blue "View" button.

Step 2: Click "People" on the top toolbar.

Step 3: Select the people you want to add to another cadence by checking the box next to their name.

Here's a quick walkthrough:

Happy Lofting!

Helpful Tips:

  • Check out our best practices playbook for tips on importing and adding people

 

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