In this article, you will learn how to set and manage cadence stages for your team's cadences, including:
Users have the ability to set stages for specific cadence actions when they create their cadences. These defined stages will automatically update based on that person’s most recent cadence activity.
But, if your users update stages however they please, your team wide data may suffer. One user may mark someone who as completed a cadence as "Closed" while another may say "Closed not Converted."
By setting default stages, you can standardize stages across your users. Admins can set cadence defaults for your entire team within your stage settings.
There are two options for setting your team’s stage options:
- Default Stage Settings: Default Stage Settings are displayed when a user is creating a cadence, but can be changed by the user. Think of your default stage settings like guidelines. Your user can still select their own stages if they chose, but you are recommending the default option.
- Overridden Stage Settings: Overridden Stage Settings will automatically be set when a user is creating a cadence and the user cannot change them. In fact, when any user goes to create a cadence, the stage settings will be grayed out, figuratively set in stone.
Things to Note: If you select default and overridden stage settings, the overridden stage settings will take precedence.
When it comes to your team's cadences, certain steps or workflows may be deemed a little more important than others. Your users will most likely want to target the cadences that offer the greatest chances for success. With cadence priority, teams assign a priority level to their cadences, and then sort their workflow based on the priority level.
As a team admin, you can view and manage the cadence priorities from the Cadence Settings tab. Each priority level will be listed in under Cadence Priority Levels. From that table, you can also see the number of cadences that have been assigned the level.
By default, SalesLoft offers the following priority levels:
Things to Note: The None priority level includes cadences that have not been assigned a priority level.
Admins can change the cadence priority settings by select the Manage Priority Levels button in the upper right corner of the Cadence Priority Levels. From the Manage Priority Levels window, you can:
- Edit a Priority Level: Change the name of an existing priority level by editing the name in the text box.
- Add Priority Level: Click Add Priority Level. Type in the name of the new priority level and hit the enter key on your keyboard.
- Reorder Your Priority Levels: Let SalesLoft know your priority order. Grab the row by selecting the six dots to the right of the priority level name. Then, drag the row up or down.
- Remove a Priority Level: To delete a priority level, select the subtraction icon to the left of the priority level's name.
Once your changes have been made, click Save.