Commercial cadences
The follow-up cadence that never forgets: a sequence of touches (e-mail, WhatsApp, a task) with the right interval between them. You apply the cadence to the lead or the deal and the system runs each step on its day — and STOPS by itself when the contact replies.
The screen
The real screen, in the theme you picked above.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
The list shows
ContactCadenceStepStatusChannelWhenResult
Form fields
NomeComo a cadência é chamada. É por este nome que ela aparece nas listas e nos relatórios.
DescriçãoPara quem esta cadência serve e qual o ritmo dos contatos.
TipoNatureza da cadência: prospecção, reativação, pós-venda.
AtivaCadência inativa não dispara passo novo, mas o histórico continua visível.
Start here
What it's for
Most B2B sales happen after the 5th contact, but most salespeople give up after the 2nd. The cadence takes follow-up out of the salesperson's memory: the step goes out on the right day even during a busy week, and no lead goes cold from being forgotten.
A cadência é o cabeçalho mais a régua de passos
The Data tab holds the name, the type (inbound receives whoever arrives; outbound prospects), whether it's active, the description and the trigger — the funnel and stage at which an opportunity enters this cadence on its own. The Steps tab holds the cadence itself: the order, how many days after the previous step, the channel (email, WhatsApp or task) and the text. Saving stores everything together; a cadence needs at least one step.
How to
A lista no padrão da casa; as execuções continuam aqui
Since 18/09/2026 each cadence's name opens its record (header + steps) and the list has search, filters (type, active), export and trash bin like every record. The "Who's in which cadence" panel stays on this screen, with pause, resume, stop and the history of each run — it belongs to the company, not to one cadence.
Variáveis no texto dos passos
Write {{nome}}, {{empresa}}, {{titulo}} or {{vendedor}} in the subject or body and the platform replaces it with the contact's data at the moment of the touch. If the contact doesn't have the data, the text goes out without the variable — never with the code between braces.
Rules
Inbound vs. outbound
INBOUND is the response sequence for whoever CAME to you (raised their hand on the site, WhatsApp, referral): quick, close touches, because a hot lead cools off in hours. OUTBOUND is active prospecting of whoever has never heard of you: more spaced-out touches with more context at each step. The two factory templates are starting points — edit the texts in your own voice.
The golden rule: a reply interrupts the sequence
The goal of the cadence is to generate CONVERSATION, not to send the whole sequence. When the contact replies (e.g.: a WhatsApp message received from the lead), the execution is automatically interrupted with the status "Interrupted by reply" — pestering someone who already replied burns the relationship. You can also pause or manually interrupt any execution.
WhatsApp without a connected channel becomes a task
A WhatsApp step only fires on its own if the company has a connected WhatsApp channel (Settings → WhatsApp). Without a channel, the system doesn't pretend: it creates a TASK for the person responsible with the text ready to copy and send manually. The same applies to e-mail when the contact has no e-mail registered.
A visão salva guarda busca, filtros, colunas e ordenação
When you save a view with the Views button, it stores four things: the search text, the applied filters, which columns appear (and in what order) and which column the list is sorted by. Applying the view restores everything at once — including resetting the sort and the page you were on, so the result is exactly what the view describes. Views saved before this version remain valid: whatever they didn't store simply doesn't change when applied.
O erro de preenchimento aparece no campo, ao sair dele
Nas fichas, sair de um campo já dispara a conferência do que dá para conferir na hora: campo obrigatório deixado em branco e e-mail mal formado. O aviso aparece embaixo do campo e desaparece quando você começa a corrigir. Campo numérico não precisa de aviso: ele simplesmente não aceita letra enquanto você digita. Isso é conforto, não a validação final: ao salvar, o sistema confere tudo de novo do lado do servidor.
Excluir uma cadência encerra quem estava dentro dela
The cadence goes to the trash bin (and comes back with Undo), but active or paused runs are concluded at the same instant — nobody receives a touch from a cadence that no longer exists. To stop without deleting, turn off "Active": the history stays visible and no new step fires.
Frequently asked questions
What do the text variables mean?
In the subject and body of the steps you can use {{nome}} (contact's name), {{empresa}} (contact's company), {{titulo}} (deal title) and {{vendedor}} (responsible person). When executing, the system replaces them with the real information from the lead/opportunity — each message comes out personalized without manual work.
Como descobrir quem mudou um campo desta ficha?
Open the record and look at the Timeline on the right: it shows each change as "from one value to another", with the person and the date. When there are many changes, use the two filters at the top of the timeline — one by field, the other by person. The search runs in the database, so old changes show up just the same. You can also ask Tenkai: "who changed contract 482?".
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