Your SalesLoft Mobile Settings are nestled under the You tab in the app.
These settings are where you can manage everything in the app from your profile to push notifications. You can also check information in relation to your settings and the app itself.
In this article, you will learn the pieces of the SalesLoft Mobile Settings, including:
The Profile Settings contain mobile app information related to you and your SalesLoft account.
From the Profile Settings, you can:
- View your SalesLoft user name and email address.
- Update the cell phone number that is associated with your SalesLoft Mobile account.
- Update Caller ID list.
- Log out of SalesLoft Mobile.
Mobile Push Notifications
Push notifications for the mobile app will notify you when prospects and customers engage so you can take action immediately. You can see what kind of notifications are available and manage which actions will produce a notification in the Mobile Settings page (aka the You tab).
The available notifications include the following:
- Email Views
- Email Clicks
- Email Replies
- Live Website Tracking
- Hot Leads
Things to Note: By default, email views are set to Off.
In order to receive app notifications, allow the app to send push notifications when prompted on the SalesLoft home screen when you log in to the app.
If you don't allow the initial prompt or change your mind about push notifications, you can enable or disable notifications from the mobile app by following these steps:
- From the SalesLoft Mobile app, click the You tab to go to the settings.
- Select Notifications.
- Toggle the Enable Push Notifications button on (blue) or off based on whether you would like to receive notifications or not.
If you would like to pick and choose notifications, go to your Notifications Settings and toggle on/off the notifications you prefer to receive.
About SalesLoft Mobile Settings
The final setting within your Mobile Settings is the About tab. This is where you can learn the version and build of the SalesLoft Mobile app.
This page will come in handy for updates to the app when you need to know what version you are on.