Managing Prospects

How to add prospects to a cadence

There are two ways you can add prospects to a cadence and schedule emails.

From Prospect List
From Prospects page

From Prospect List
  • Go to the Prospects page and select Prospect List.
  • Click on the gear button, which retrieves your cadences.
  • Select the cadence that you want to link to the Prospects.
  • The Start button will begin the cadence for the prospect list.
  • Included here is an option to Auto start on Import which can be used to automatically add prospects to the cadence as soon as they are imported and added to the list.

 

From Prospects page
  • In Klenty, go to the Prospects page.
  • Select the prospects you wish to start a cadence for and click on Start Cadence. (Note: the default view displays 10 results per page, you can increase that to 100)
  • Choose the Cadence you wish to send from the list.
  • In the Preview box, you can verify the emails look good for each step in the cadence and change content if necessary.
  • You can use the Send Test Mail button and test the emails before they are sent out.
  • Click on Start to start your Cadence.