Prospect Stage Settings in Cadence

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Ever taken a look at a prospect and wanted to know what stage of the sales cycle they were on? Well now you can! 

When creating a cadence you can now put people into stages after a certain action has happened:

If their email bounces, they replied to your email, when you first add them to a cadence and even when they complete a cadence. 

These can be tagged on a user profile page. They will change when a client completes the task you set in Cadence or you can manually change them!

 

Helpful Tips:

  • Are you a team admin? Click here to learn how to create custom stages for your team.
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