Switch Record

A cadence record can be accessed and switched by going to the Conquer Cadence Utilities Drawer, or by navigating to Cadence Actions and selecting the switch record option. This option allows a record to be switched from one Cadence to another. This means if a lead is currently enrolled a different lead can be selected to take its place.  

Switch Record from Cadence Utilities

This can be accessed from Cadence Utilities > Open Touchpoints > Select an Action > Switch Record

Switch Record from Cadence Actions

This can be accessed from Cadence Actions > Active Cadence > Switch Record 

After selecting Switch Record, the change record box will populate on the screen.

First search for a replacement record (Lead is shown as the replacement record above) then confirm the starting step. It will default to the current status, and the due date/time. Next, select an Outcome for the record that is being removed and add notes if needed.  Once complete, the record will be switched.