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Getting Started
Getting Started
- ★ Ultimate Getting Started How-To Guide
- Connect for Salesforce
- Searching within SalesLoft
- Accepting an Invite to Join SalesLoft
- Changing or Resetting Your Email and Password
- Connecting to Your Gmail Account
Account Set-Up
Creating & Running a Cadence
Creating a Cadence
- Team Cadences Overview
- Using A/B Testing
- Creating a Cadence
- Modifying or Deleting a Cadence
- Sharing and Copying Cadences
- Removing People From a Cadence Automatically
Running a Cadence
- Using SalesLoft's Cadence Workflow
- Running an Email Step
- Filtering & Sorting Cadences
- Activating and Running a Cadence Step
- Scheduling Emails to be Sent in Advance
- Using Click to Call in Salesforce
Emails & Calls
Emails
- Cc and Bcc in SalesLoft
- Team Snippets
- Slash Commands
- Snippets
- Vidyard Integration
- Filtering Templates Using Tags
Calls
- Hand Raising
- Audio Settings
- Call Feedback Rating System
- Ultimate Dialer Guide
- Voice Detection
- Custom Caller ID
Companies
Configuration
Management
Adding & Managing People in SalesLoft
Importing
People
- Using the People Tab
- Automatically Mark Prospects 'Do Not Contact'
- Using the Success Feature
- Using SalesLoft Reminders
- Using the Person Profile Page
- Removing a Contact From a Cadence
Reports & Metrics
Analytics Tab
Reports & Metrics
Admin Center
Billing & Subscription
Salesforce Integration
- Creating Contacts & Leads in Connect for Gmail
- Salesforce Package Install Reports Dashboard
- Common Automation Rules
- Company Stages
- Connecting to a Salesforce Sandbox
- SalesLoft Connect for Salesforce (BETA)
Managing Your Team
- Team Cadences Permissions
- Admin consent for Microsoft Office 365 (Azure)
- Disposition & Sentiment Settings
- Setting up Single-Sign On (SSO)
- Roles & Permissions
- Managing Inactive Users
SalesLoft Integrations
SalesLoft Integrations
- Slack Integration
- LeadIQ Integration
- DocSend | Campaign Links Integration
- Import button for Custom Salesforce Account Views
- Enriching Company Data with InsideView
- Crystal Knows Integration
Troubleshooting & FAQs
FAQs
- Why didn't SalesLoft track a bouncing email?
- Will Cadence Warn Me When I Go Over My Daily Email Quota?
- Where Can I See People Who Have Bounced?
- Using Custom Fields as Dynamic Tags
- Which CRMs Does SalesLoft Cadence Currently Support?
- Why Does SalesLoft Cadence Limit My Emails to 1,000?