Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps
Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize that Step 2 should be an email instead of a call, or that a task should come between Step 1 and Step 2, the only option is to delete everything from that point forward and rebuild the cadence from scratch.
This limitation creates unnecessary rework and discourages iteration. Cadence design should support flexibility, because that is how real sales teams improve results.
Request to Zoho Development: Please prioritize adding the ability to insert, reorder, and change step types within a cadence (both drafts and live cadences). This change would save users hours of wasted effort and make cadences a tool that grows with the sales process rather than holding it back.
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