Below you can find how to move prospects from one Cadence to another:
- Go to the Prospects tab, search and select the prospect(s) that you wish to move to another Cadence.
- Then, click on the Action dropdown above the grid and select the option Move.
NOTE: You can move prospects individually by clicking the Move to Another Cadence icon on the floating toolbar when hovering over a prospect.
- After the Move to Another Cadence window pops up, select the Cadence from the dropdown, and click Move.
- Click OK in the confirmation message to move the prospect(s) to another Cadence.
- After the prospect(s) have been moved successfully to the selected Cadence, a notification message will be displayed.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.