How Do I Duplicate a Cadence?

Last updated: August 18, 2026

Once a Cadence is open, the structure and scheduling cannot be edited. However, duplicating the open Cadence will allow for those edits to be made.

This article explains how you duplicate a Cadence that is in Draft or Open status.

Required permissions:

  • The Coaching Cadences: Create Cadence permission or Coaching: All Access permission is required to duplicate Cadences.

Duplicate a Cadence

  1. Go to Coach --> Cadences.

  2. Click on the ellipses icon beside the Cadence name.

  3. Select Duplicate from the menu.

  4. The duplicated Cadence will appear in the list of Cadences in Draft status. It will have "Copy" after the original Cadence's name.

    1. If a Cadence has been duplicated several times "Copy (number)" will appear after the original name, such as "SDR Onboarding Cadence - Copy (3)."

  5. Click on the ellipses icon --> Edit to make any edits to the Cadence and enroll employees.

  6. Click on the ellipses icon --> Open to open the Cadence.

 

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