Ability to Change Custom View After Cadence Creation

Ability to Change Custom View After Cadence Creation

Dear Zoho Team,

I hope you are well.

We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is created, it is not possible to modify the Custom View.

Benefit & Use Case:
In organizations where customer lists and segmentation strategies change frequently, the inability to modify the Custom View can be limiting. This enhancement would enable teams to:

  1. Adapt Cadences Dynamically: If business needs change (e.g., targeting different customer segments), users can update the Custom View without recreating the entire Cadence.
  2. Increase Efficiency: Reducing time spent on recreating Cadences ensures agents and managers can focus on driving engagement instead of reconfiguring campaigns from scratch.
  3. Avoid Duplication of Effort: Modifying existing Cadences will eliminate the need to create redundant Cadences just to accommodate new or updated Custom Views.

This enhancement aligns with Zoho’s goal of providing dynamic, user-friendly solutions that adapt to evolving business needs. It would offer more control and agility when managing customer interactions.

Thank you for your attention to this request. Please let us know if further details or clarifications are required.

Best regards,
Ram

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