Manager on behalf of User is a new concept introduced in Cadence which brings the ability to the managers to perform the following actions on behalf of their team members (users):
- Import/upload prospects for your team member (user) from your computer (.CSV file)
- Import/upload prospects for your team member (user) from CRM
- Execute the user's Social Touches in the To Do tab
- Execute the user's LinkedIn Touches in the To Do tab
- Execute the user's Task Touches in the To Do tab
- Complete the user's manual Tasks in the To Do tab
- Send user's Personalized Emails in the To Do tab
- Edit the user's Follow up call information in the Pending Calls tab
- Edit the user's manual Task information in the To Do tab
- Snooze the user's Follow up call in the Pending Calls tab
- Snooze the user's manual Task in the To Do tab
- Assign the user’s unassigned prospects to a Cadence
- Move the user’s prospects from Cadence to Cadence
- Delete the user’s prospects
- Exit the user’s prospects from the assigned Cadence
- Pause the user’s prospect activity in a Cadence
- Resume the user’s paused prospect activity
- Send One-Off Email on behalf of the user
- Transfer user’s prospects to another user on their behalf
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.