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Tanel Harak

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  • Conquer Scheduler Setup

    CONQUER Scheduler is a scheduler / calendaring tool built by Conquer that allows reps and service agents to easily schedule meetings with prospects and allows prospects and customers to easily sche...

  • Email Troubleshooting Guide for Cadence

    If emails are not sending from Conquer Cadence, there are a few things you can check to make sure everything is configured properly. 1. Make sure you have authenticated your email in the email comp...

  • Using Computer Audio For Calls

    When WebRTC is enabled is enabled for your organization, a new option will appear in the softphone, Audio Connection. "Call Me" dials your phone number to establish the agent session. “Computer Aud...

  • Adding Cadence Touchpoint Outcomes

    A Conquer Cadence Touchpoint Outcome is the outcome or the sentiment of the cadence step.  You can create Cadence Touchpoint Outcomes for completing touchpoints in a cadence in accordance with your...

  • Limit Cadence to Object Type

    There is now an option to limit Cadence to object type. You can do this by navigating to the the Cadence Details. In the Assignment & Access Details there is a field called Permitted Objects. There...

  • Add Decision Point Step

    Decision points create branching paths in a cadence to automatically progress prospects through the cadence or to different cadences, depending on the outcome of the previous step. To add a decisio...

  • Exit Rules

    Exit Rules are condition-based, Cadence-specific rules about when to remove a record from a Cadence. Once created, they apply to all steps in the Cadence for which they are configured. You can find...

  • Sort Touchpoints

    You can sort your open touchpoints to view your touchpoints by a specified sort criteria from Cadence Utilities > Open Touchpoints > Sort Touchpoints.  You will see options to sort by Priority, Cad...

  • Add a Wait Step

    A wait step in a cadence waits for a specific amount of time or for a specific condition to occur before proceeding to the next step.  Wait steps start based on the previous touchpoint's completion...

  • Configure Conquer Cadence Custom Settings

    Conquer Cadence Custom Settings allows managers to configure settings based on their organization’s cadence processes and preferences. From the Salesforce Setup menu, navigate to Setup > Custom Co...