Enroll Individual Records into a Cadence

To enroll a record in a Cadence, navigate to the Cadence Actions pane on the record page and click on Enroll.  To enroll multiple records in a cadence all at once, please see Bulk Enroll Records.

Select the Cadence to enroll the record in. 

You can also select the step you'd like to start on by selecting a Starting Step Number.

Once the Starting Step, the Due Date, and the Due Time have been selected, click "Save". If a wait period exists on the initial Cadence Step that a record is being enrolled into, that Wait Period is ignored and the due date/time inputted in Cadence Actions is respected.

Note: In order to enroll a lead in multiple concurrent Cadences, Allow Multiple Active Cadences must be enabled in Conquer Cadence Management.