Remove From Cadence

Remove From Cadence allows users to remove members from their current cadence. While cadences allow for users to be removed as a part of the automated flow, users may want to remove members from a cadence manually for any number of reasons.

Note: Removing a member from a cadence will complete the cadence and close any scheduled open touchpoints for the cadence member.

A removed member’s status will be marked as “removed” for reporting.  Removing a Member from a cadence requires an outcome to be selected for the touchpoint.  If it is marked as a positive sentiment, it will report as "converted", but if it is marked with a negative sentiment, it’ll show as "unsuccessful". You also have the ability to leave notes that will show up on the Touchpoint Object in the Notes field.

Remove from Cadence from Cadence Utilities

This can be accessed from Cadence Utilities > Open Touchpoints > Select an Action > Remove From Cadence

To remove a member from a cadence in Cadence Utilities, click on the Actions Dropdown and select Remove From Cadence. A modal to select the Outcome will appear. Select the Outcome based on how previous engagements went with the prospect. Once an outcome is selected, the member will be removed from the cadence.

Remove from Cadence from Cadence Actions

To remove a member from a cadence in Cadence Actions, click on the Actions Dropdown and select Remove From Cadence. A modal to select the Outcome will appear. Select the Outcome based on how previous engagements went with the prospect. Once an outcome is selected, the member will be removed from the cadence.