Hello, I want to grant permissions for some users to be able to delete a lead from a cadence, even when some activities in that cadence have already started. How can I do that?
2 risposte
Hi @Lorrany Souza,
Ensure the users have the required Sales Engagement permissions (typically through the Sales Engagement User permission set) and access to the cadence tracking records. Active cadence targets can be removed using the standard Remove from Cadence action, even after steps have started, provided the user has the necessary permissions and record access.
Remove Prospects from a Sales Engagement Cadence | Salesforce Help
