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Stephanie Griffith

SalesLoft Support Content Strategist - Knowledge Base and Community Manager

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Activity overview

Latest activity by Stephanie Griffith
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    Stephanie Griffith commented,

    Hey Jayden,  If you don't see the "Import from CSV" option, it's most likely due to the Available Import Options in the General Admin Settings. Your team admin can select which kind of imports the ...

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    Stephanie Griffith created an article,

    Import People from a CSV

    A bulk import is the best method for creating more than one Person to SalesLoft. When you are importing People in bulk, you have two options: Import from Salesforce or import from a CSV.  CSV files...

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    Stephanie Griffith created an article,

    Pipeline Health Tile

    The Pipeline Health Tile shows a heat map of your deal amounts based on number of days in a stage or the number of Deal Gaps. The chart can be edited to display only Stages as well. Each square on...

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    Stephanie Griffith created an article,

    SalesLoft Zoom Integration for Conversation Intelligence (Coming Soon)

    SalesLoft's Zoom integration for Conversation Intelligence connects to Zoom via API that provides a smoother recording experience. Once you’ve authorized the connection between SalesLoft and Zoom, ...

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    Stephanie Griffith commented,

    Ley Ung, we've added some troubleshooting documentation that may help with the missing inbound issue. 

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    Stephanie Griffith created an article,

    CRM Mirroring: Recognize Salesforce Merges and Deletions

    Reps working quickly through their daily tasks are liable to create duplicate records. Sometimes it's easier to create a new record rather than search for a record that may or may not exist. Salesf...

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    Stephanie Griffith created an article,

    Deals Summary for Frontline Managers

    Frontline Managers must stay on top of hundreds of deals at a time. These managers typically have 5-8 reps per team with 20-40 deals per reps, so they are likely working 100-320 deals per manager. ...

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    Stephanie Griffith created an article,

    Home Dashboard Cadences Panel

    When you start your day and open up SalesLoft, your first stop is the SalesLoft Home Dashboard.  Within the dashboard, the Cadences Panel shows which Cadences and steps are due so you can prioritiz...

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    Stephanie Griffith created an article,

    Tasks in SalesLoft

    Tasks allow you to create and complete one-off actions.  You can think of tasks like Cadence-style reminders. You create a one-off Call or Email Tasks with a date and time that is assigned to a Per...

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    Stephanie Griffith created an article,

    Manage the Conversation Intelligence Bot

    The Conversation Intelligence Bot is a virtual machine that joins a user's meetings as a participant to record, transcribe, and perform additional Conversation Intelligence magic. As awesome as th...