Below you can find how to move prospects from one Cadence to another:

1. Go to the Prospects tab, search and select the prospect(s) that you wish to move to another Cadence.

2. 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.

3. After the Move to Another Cadence window pops up, select the Cadence from the dropdown, and click Move.

4. Click OK in the confirmation message to move the prospect(s) to another Cadence.

5. 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 support@koncert.com or 603-952-2505.