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How do I set when a contact is up again?

Under Settings → “When is someone up again?”, you set for each cadence when a contact is up again at the earliest, ideally and usually. Under “Outcomes and what happens next”, you decide which call outcome counts as a real conversation and resets the cadence. A call that didn't reach the person doesn't reset it.

  1. Open CRM → “Settings”.
  2. Under “Cadence”, adjust “Earliest (days)”, “Ideally by (days)” and “Usually by (days)”, or click “+ Cadence”.
  3. Under “Calls”, set what each outcome triggers.

Next step

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