How to Add a Cadence Library to a Record

Create and Assign a Cadence

1. Navigate to the Left Main homepage.

2. Click Leads.

3. Select a Lead record (e.g., Demo Lead).

4. Click Create Cadence.

5. During the migration phase, choose between the Legacy Folder method or the Cadence Library method using the toggle. After migration, only the Library option will be available.

6. Click Select a Cadence Library.

7. Review available Cadence Libraries and select one.

8. Click Save.

View Cadence Timeline

1. Review the Cadence Timeline component on the record.

2. View all scheduled messages and their current status.

Key Notes

• Cadences can be assigned using either legacy folders or Cadence Libraries during migration.

• After migration is complete, only Cadence Libraries will be used.

• The Cadence Timeline provides visibility into all scheduled outreach and statuses.