Below you can find how to add the 'Fall Through' prospects to a new Cadence:
- In the Cadences » Active tab, click on the Cadence that has the prospects with the 'Fall Through' outcome.
- After the View Cadence window pops up, navigate to the Prospects tab and click on the Fall Through status.
- Select the prospects from the list and click the option Move to Cadence from the Action dropdown above the grid.
NOTE: You can assign the fall-through prospects individually to a Cadence by clicking the Move to Cadence icon on a floating toolbar when hovering over the prospect.
- After the Move Prospect to Cadence window pops up, select a Cadence from the dropdown and click on the Move button.
- The Fall Through prospects will be assigned to the cadence selected.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.