While phone and email may be the primary components of your sales process, alternative touch points and methods can be used within your Cadence. That's why we have created the Other Step.
The sky is the limit with other steps: add a social touch, send baked goods or swag, or research the account you’re prospecting. Whatever you want to add to your process outside of the standard email and call steps can go into your other step.
In this article, you will learn how to run an Other step. This article includes:
For a quick overview of running an Other cadence step, check out the video below:
To run your other step, follow the steps below:
- Select "Run Step": Click Run Step next to the Other step. The Person's profile page and the Other Step Log Box will appear.
- Complete the Step: Perform the action defined in the Other step.
- Log the Step: Log your other step like you would check a list off after you’ve completed the action. If you are connected to your Salesforce account, the other step will log there as well. You can execute your other step in the following ways:
- Log and Complete: Save your activity on an individual and move you to the next person on the other step.
- Log Only: Logs an action, but does not complete the step.
- Complete All: To complete all Cadence actions in bulk.

Figure 1: Other Step log box with options
- If you completed the step for one Person, your Cadence will open the email step for the next Person in the Cadence list.
- If you completed all or completed the step for the last Person in the Cadence list, you will see Cadence Suggestions .