You can set the frequency to see a given account from any record, as well as from groups.
To set a frequency on the web app:
Step 1- Click on a record that does not yet have a frequency
Step 2- Expand the section "Set a Frequency" if not yet open
Step 3- Select the interval in days (how frequently you'd like to see the account, in days)
That's it! You've opted into a Frequency. Please note, the record must have at least one activity to display its status. To learn more about Frequencies on web, view this article.
To set a cadence to a group on the Mobile app:
Step 1- Tap on a record that does not yet have a frequency
Step 2- Expand the section "Set a Frequency" if not yet open
Step 3- Select the interval in days (how frequently you'd like to see the account, in days)
That's it! You've opted into a Frequency. Please note, the record must have at least one activity to display its status. To learn more about Frequencies on mobile, view this article.
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