What cadences are for
A cadence is a reusable follow-up sequence. Use it when a contact or lead needs several touches over time, not a one-time blast.
Real estate workspaces use Contacts. Other industries use Leads. The same cadence rules apply to both.
Templates vs active instances
- Template: the reusable blueprint with steps, timing, copy, and channels.
- Active instance: the running copy of a template on one contact or lead.
- Editing a template changes future enrollments. It does not rewrite historical activity already completed on existing instances.
Step types
- Email steps need a connected mailbox and an eligible email address.
- SMS steps need Phone & SMS setup, verified mobile number, and consent where required.
- Call steps create a call task or route the record into a Dialer queue.
- LinkedIn or manual steps remind the rep to complete an outside action and log the result.
Safe sending rules
- Replies can pause the cadence so automation does not continue after a prospect responds.
- Opt-outs, do-not-contact flags, failed verification, and missing fields skip affected steps.
- Quiet hours and role permissions may block or delay call and SMS actions.