See Who’s Working on a Prospect in a Sales Cadence

Sales managers can now tell at a glance which sales rep is working on a prospect in a sales cadence—no extra clicks required. The Sales Cadence Assignee field is available in list views and record detail pages.

Where: This change applies to High Velocity Sales in Lightning Experience. High Velocity Sales is available as an add-on in Enterprise, Performance, and Unlimited editions.

Why: Sales managers and reps can see who’s working on a deal from the related lead, contact, or person account record. They can also see the Sales Cadence Assignee field in list views.

record detail page with sales cadence assignee field displayed

How: To add the field to record layouts, go to the Object Manager in Setup. Select the object that you want to modify. Click Compact Layouts, and then add Sales Cadence Assignee to one of the top Selected Fields.

To add Sales Cadence Assignee to list views, navigate to the list view where you want the field to appear. Click the List View Controls dropdown, then click Select Fields to Display, and add Sales Cadence Assignee.