I have a cadence, and I want to add some conditions that specify which leads can be added to that cadence. Can you please tell me where to add those rules? for example: The leads which satisfy following condition can be added to cadence
- Lead Category = Marketing Lead
- Lead Type = Sales
- Lead Status = New
- Latest Sales Activity is null
Please tell me how to achieve this using standard functionality ?
2 réponses
Forum Ambassador
Lakhan Meghani (Cube84)You can use automated action given by the Sales Engagement feature. You can watch the same on my youtube series on Sales Engagement.
https://www.youtube.com/watch?v=yS6D1NGHdes&list=PLkZbNAVdlGJBmoIkDM3OY876S51JJ6JYM
