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I have been trying to create\find a report that shows when the next steps will come due in a cadence.  You can see this information at the Contact\Lead record on the Sales Engagement tab.  I have tried to use the Leads and Cadence Trackers and added the Current Step and the Due Date Time field, but I am looking for more so our Account Managers can plan ahead, but all I see is the Current Cadence Step and the Last Completed Cadence Step.  And I cannot get a Due Date for the Wait Step and I am thinking because all of these steps have the same label.  Would be nice if we could rename these (and some of the other Elements we cannot rename) so we see them broken out in reporting.

Report on when Cadence Steps will come DueDue Date Cadence Report #2.png

4 个回答
  1. 2024年3月15日 21:44

    Very same issue we're having as well.  Trying to determine how to report on each Lead and the cadence steps taken, not just current and previous one step.  I'm certain we were told all details would be available to us Admins.

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