Select People Actions from the People Page

You can manage all of the People in your SalesLoft instance from the People page. This page is designed to help you import, sort, filter, and take action on individuals or multiple People at a time. To access the People page, select the Person icon (it looks like a peg from the game Life).

There are a lot of available features and visible information on the People page. In this article, we will walk through the different features and views, including:

• Export People
• Update the People Owner
• Add People to a Cadence
• Remove from All Cadences
• Add People to an Account
• Send a One-off Email
• Update People Stages
• Manage People Tags
• Update Job Seniority

For a complete guide on each component of the People page, check out our The People Table Layout article.

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Export People

If you’d like to share People metrics outside of SalesLoft, you may do so by exporting the People. Exporting will create a CSV file based off of your People list. If the People have been filtered, the export will comply with the filter’s rules.

To export People, follow these steps:

1. From the People page, click People Actions.
2. Select Export People.
3. An Exporting popup will appear asking if you want to export based on the current filter. Click Export.
4. A notification will inform you that the export will be delivered to your email.
5. When you receive the email, click the link to download the export.

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Update the People Owner

When a Person is imported into SalesLoft, they are automatically assigned to, and “owned” by, the user who imported.

Now, while you don’t need to have ownership to email or call a Person, they will only show up under “My People” lists if they are owned by you. Plus, if your sales team makes changes or a sales rep moves to a new role or leaves the company, you may need to switch the Person owner to another SalesLoft user.

This is why you can update the owner of a Person or select People. To change the owner of People, follow these steps:

1. From the People page, filter & sort your People list (if necessary).
2. Select the Person or multiple People by checking the box to the left of their name.
3. Click the Update Owner icon from the select People Actions toolbar.
4. Select the team member to reassign the People.

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Add People to a Cadence

From your People list, you can select a number of People and easily add them to a Cadence. Execute just the right series of steps based on the People that require action by using status, stage, or tag filters.

Here’s an example: Let’s say a lot of your previous prospects have been set with the stage “Not Interested,” but you’re ready to re-engage those Accounts. You can filter your People list and add all of those People to a Cadence specifically built to maximize your potential to connect.

To add People to a Cadence, follow these steps:

1. Go to the People page. Filter & sort your list if you would like.  
2. Select the Person or People you want to add to a Cadence.
3. Click the Cadence Actions icon (the rocket ship).
4. Select the Cadence you want them to add People to. Selecting the Cadence will start the Person/People on day 1, step 1 of the Cadence.
5. To add People to a specific step within a Cadence, select Show Steps on the row with the Cadence name. This reveals all of the individual steps within that Cadence, including variants. Select the step to highlight it.
6. Click Add to Cadence. If a step is selected, the customer(s) will be added to the selected Cadence, at the selected step.

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Remove from All Cadences

In some cases, once a Person or group of People have worked their way through your sales cycle, you may not want them in any Cadence.

You may individually remove a Person from each and every Cadence they are running on, or you can make your life easy and remove that Person from all Cadences (even those that have slipped your radar) in one simple action.

Things to Note: Team admins may control whether or not users have the option to remove People from all Cadences with the Permission Setting. 

To remove People from a Cadence, follow these steps:

1. Go to the People page. Filter & sort your list if you would like.  
2. Select the Person or People you want to remove from a Cadence.
3. Click the Cadence Actions icon (the rocket ship).
4. From the drop down, select Remove from All Cadences.

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Add People to an Account

Assigning People to an Account in SalesLoft is similar to connecting a Salesforce Contact to the appropriate Salesforce Account.

It allows all of the metrics and logged information that are associated with the individual Person to link to their Account information. This results in complete data regarding your conversations with that Account, which can help your sales engagement.

To assign People to an Account, follow these steps:

1. Select the People you want to assign to an Account.
2. Click the Add to Account from the Account icon (building).
3. Type in the Account name.
4. When the list of Accounts populate, click Link next to the Account's name.

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Send a One-off Email

Quickly compose an email to an individual Person or a select number of People outside of the Cadence.

To send a one-off email, follow these steps:

1. From the People page, find the Person you want to send a one-off email to and click the checkboxes next to their name.
2. Click the One-off Email icon (envelope).  
3. Draft your one-off email, or select an email template, and send your one-off as normal.

Send a Multi-select One-off 

If you select multiple People, each Person will receive an individual email to their inbox.

Things to Note:

• You can select up to 100 People (which is the maximum you can view on the People page at a time). 
• If a Person has a contact restriction, is marked as Do Not Contact, or does not have an email address, you will not be able to send a one-off email and you will not be able to click the Send a One-off Email icon. Make sure all People with those restrictions have been de-selected to send one-off emails. 

To send a one-off email to multiple People at the same time, follow these steps:

1. From the People page, find the People you want to send a one-off email to and click the checkboxes next to their names.
2. Click the One-off Email icon (envelope). You will be redirected to an email compose page. 
3. Select a template or compose an email. 
4. Use the Preview icon in the upper left corner to see how the email will be to the recipient.
5. Click Send or the clock icon to schedule your sends. 

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Update People Stages

Your People stages act like the status of where a Person is in the sales process.

To update People stages in bulk, follow these steps:

1. Click the checkboxes next to any People who need a stage update.
2. Select Set Stage by clicking the Stage icon (flag).
3. Update the stage.

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Manage People Tags

SalesLoft tags are labels that you can use to classify and sort different SalesLoft objects together. With tags, you can group together similar People to take quick actions on, like adding them to a Cadence.

From the People page, you can add or remove People tags by following these steps:  

1. Select the Person (or People) you want to add or remove any tags from by clicking the checkbox next to the Person’s name.
2. When you select a Person, a line of People action items will appear at the top of your list. Click the Tags icon.
3. To add a tag, click the Add Tags link. Then, type your tag and click add. Continue adding your tags individually, and click Save.

To remove tags, click the Remove Tags link. Then, click the X next to each tag you wish to remove and click Save.

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Update Job Seniority

In the People Table, a contact's Job Seniority is editable both by a single Person edit, or by selecting multiple People to edit their seniorities at once.

To edit an individual Person's Job Seniority from the People page, follow these steps:

1. From the People page, find the Person. 
2. Go to the Job Seniority column. If the Job Seniority is "Unknown," there will be a purple diamond next to the label.
3. Click on the purple diamond. A dropdown menu will appear to allow selections of Job Seniority labels on the following:
   • Director
   • Executive
   • Individual Contributor
   • Manager
   • Vice President
4. Click Update Seniority. The Seniority level will update.

Select multiple People and edit their Job Seniority by following these steps:

1. Select the Person (or People) you want to update the Job Seniority for.
2. When you select a Person, a line of People action items will appear at the top of your list. Click the Update Job Seniority icon.
3. From the dropdown, select the Job Seniority. 
4. Click Update Seniority. 
5. A message will appear to confirm that you would like to update the Job Seniority for that number of People. Click Update.