Cadence Utilities is a native Salesforce utility drawer that displays persistently to guide and track all upcoming cadence activities.
You can access Cadence Utilities from the Salesforce Utility Drawer. This can be done by opening the utility drawer and select the appropriate option.
Here is where you can work through your cadences in a singular place so you can have an overview of all your tasks and effectively perform touchpoints across every cadence assigned to you.
Cadence Utilities also provides a record count of the number of Touchpoints that are due Today & Overdue and will display with a dark blue highlight for a visual call to action. If no Touchpoints are due Today or are Overdue, Cadence Utilities will no longer render with the highlight.
-
Example: Four Touchpoints that are due today or are overdue
-
Example: No Touchpoints are due today or are overdue
From here you can access Open Touchpoints, My Cadences, My Statistics and My Team Cadences.
If a Click to Dial call is placed through Cadence Utilities, Cadence Utilities will minimize so that Conquer Voice can display. Cadence Utilities will automatically re-open once the call is completed.
Comments
0 comments
Please sign in to leave a comment.