How to Move A Person to Any Step in a Cadence

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Do you want to advance someone along several steps, or maybe you want to run a prospect through a step they've already completed? SalesLoft makes it easy! You can move one or several people to any step on your cadence in just a few clicks.

Step 1: Navigate to the Cadence tab and click in to the cadence you want to move people in.

Step 2: Navigate to the People tab in your cadence, and select the person or people you want to move to another step. Use dynamic filtering and sorting to easily find your contacts.

Step 3: Click the orange "Move to Step" button and select the step you want to move your prospects to.

 

 

Helpful Tips:

  • Only people active in your cadence can be moved between steps
  • You can move people to a future step or back to a previously completed step!
  • The due date of the step moved to is always today
  • Want to just skip people along to the very next step? Here's how.
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