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Manager on Behalf of User

We are excited to announce a new feature: Manager on Behalf of User, which gives managers the ability to perform actions on behalf of their team members (users). This is incredibly useful for managers that want to get things done instead of waiting for users to perform the necessary actions in the system.

Assign to Cadence

What are the actions a manager can do on behalf of user?

  • Import/upload prospects for your team member (the user)
  • Assign the user's unassigned prospects to a Cadence
  • Move the user's prospects from Cadence to Cadence
  • Delete the user's prospects
  • Exit the user's prospects from the assigned Cadence
  • Pause the user's prospect activity in a Cadence
  • Resume the user's paused prospect activity
  • Send one-off email on behalf of user
  • Send the user's pending personalized emails

Learn More

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The ConnectLeader B2B Sales blog is written to share productivity tips, tools, news, and other information relevant to managers and senior executives interested in B2B sales productivity, demand gen, inside sales, sales operations, and business development issues.

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