Quick Guide to Finding Archived Cadences in Salesloft

Jason Gong
LAST UPDATED
June 28, 2024
TL;DR

Go to Cadences page, use the 'Include Archived' filter, and find your archived sequence.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're managing Salesloft cadences, check out our AI for sales. It automates sales tasks, saving you time and effort.

Are you tired of losing track of your old Salesloft cadences? Do you struggle to quickly locate archived sequences when you need them? You're not alone. Many sales professionals find it challenging to manage their Salesloft cadences, especially when dealing with a large number of archived sequences.

Knowing how to efficiently find and manage your archived cadences in Salesloft is crucial for staying organized and productive. By mastering this skill, you can save valuable time, avoid frustration, and focus on closing more deals. In fact, studies show that sales reps who effectively manage their cadences can increase their productivity by up to 20%.

In this comprehensive guide, we'll walk you through the step-by-step process of finding archived cadences in Salesloft. We'll cover both the manual method and introduce you to the new, automated approach using AI agents like Bardeen. By the end of this guide, you'll be a pro at locating and managing your archived cadences, saving you hours of precious time each week. Get ready to take your Salesloft game to the next level!

3 Simple Steps to Find Archived Cadences in Salesloft

Finding archived cadences in Salesloft is a straightforward process. By following these three easy steps, you can quickly locate any archived cadence and review its details. Let's walk through the process using a real-life example.

1. Go to the Cadences Page

The first step is to navigate to the Cadences page within your Salesloft account. This is where you'll find a list of all your active and archived cadences. For instance, let's say you're looking for an old cadence you created last quarter for a specific product launch. Using sales prospecting automation tools can also help streamline this process.

2. Use the "Include Archived" Filter

Once you're on the Cadences page, look for the "Include Archived" filter option. By default, Salesloft only shows active cadences. Clicking this filter will expand the list to include archived cadences as well. In our example, this would allow you to see the old product launch cadence that's no longer active.

3. Identify the Archived Cadence

With the "Include Archived" filter applied, you can now scroll through the list to find the specific archived cadence you're looking for. Archived cadences are typically labeled or tagged to differentiate them from active ones. Once you've located the desired cadence, simply click on it to view its details and steps.

By following these steps, you can efficiently find any archived cadence in Salesloft, enabling you to reference old workflows or copy steps into new cadences. For more tips on building a prospect list, check out our guide.

In the next section, we'll explore the key differences between active and archived cadences and how to effectively manage your archived cadences within Salesloft.

Effectively Manage Your Archived Cadences in Salesloft

Managing your archived cadences in Salesloft is crucial for maintaining a clean and organized workspace. By following the steps to unarchive a cadence when needed, understanding the benefits of archiving outdated or unused cadences, and implementing best practices for organizing and maintaining your archived cadences, you can efficiently manage your Salesloft cadences.

1. Unarchiving a Cadence in Salesloft

If you find that you need to use an archived cadence again, Salesloft makes it easy to unarchive the cadence. Simply navigate to your archived cadences list, locate the cadence you wish to unarchive, and click the "Unarchive" button. The cadence will be restored to your active cadences list, along with all its associated data and metrics.

For example, if you archived a cadence for a seasonal promotion but want to use it again the following year, unarchiving the cadence will save you time and effort compared to creating a new one from scratch.

2. Benefits of Archiving Outdated Cadences

Archiving outdated or unused cadences offers several benefits. First, it helps declutter your active cadences list, making it easier to find and manage the cadences you're currently using. Second, archiving a cadence preserves all the data and metrics associated with it, allowing you to reference that information in the future.

Additionally, by archiving outdated cadences, you can maintain a record of your past sales strategies and tactics, which can be valuable for analyzing your team's performance over time and identifying areas for improvement.

3. Best Practices for Managing Archived Cadences

To effectively manage your archived cadences, consider implementing the following best practices:

  • Regularly review your active cadences and archive those that are no longer in use or have become outdated.
  • Use clear and descriptive names for your archived cadences to make them easy to identify and locate when needed.
  • Organize your archived cadences into folders or categories based on criteria such as date, campaign, or product to further simplify management.
  • Periodically assess your archived cadences to determine if any can be permanently deleted to free up space and reduce clutter.

For more efficiency, check out automation in sales prospecting, which can streamline your workflow. By following these best practices, you can ensure that your archived cadences are well-organized, easily accessible, and provide valuable insights for your sales team.

Improve your efficiency by using sales prospecting tools that automate labor-intensive tasks. Save time, stay organized, and focus on closing deals.

Effectively managing your archived cadences in Salesloft helps maintain a clean workspace and preserves valuable data for future reference.

Now that you understand how to manage your archived cadences, let's wrap up this guide with some key conclusions about finding and organizing archived cadences in Salesloft.

Conclusions

Knowing how to find and manage archived cadences in Salesloft is essential for maintaining an organized and efficient sales process.

Here's a quick recap of what you've learned:

  • Locating archived cadences by navigating to the Cadences page, using the "Include Archived" filter, and understanding the difference between active and archived cadences.
  • Managing archived cadences by learning the steps to unarchive a cadence, the benefits of archiving outdated or unused cadences, and best practices for organizing and maintaining your archived cadences.

By mastering these skills, you'll be able to effectively locate and manage your archived cadences in Salesloft, ensuring a clean and optimized sales workflow. Don't let disorganized cadences slow you down – become a Salesloft archiving expert today!

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