Avatar

Stephanie Rodriguez

SalesLoft Support Content Strategist - Knowledge Base and Community Manager

  • Total activity 418
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 1 user
  • Votes 3
  • Subscriptions 235

Activity overview

Latest activity by Stephanie Rodriguez
  • Avatar

    Stephanie Rodriguez created an article,

    CRM Record Selection

    CRM Record Selection allows users to log activity to alternative records, giving you complete control over which Salesforce record an activity will be logged to.  Things to Note: This feature mus...

  • Avatar

    Stephanie Rodriguez created an article,

    Sign In to SalesLoft

    Whether you are signing in for the first time as a new SalesLoft user or starting your day of reaching out to customers, you must be signed in to take any action with the SalesLoft platform.  Loggi...

  • Avatar

    Stephanie Rodriguez created a post,

    See you at Dreamforce 2019!

    Dreamforce is one week away!  Whether you prefer the exhibit hall or the after party, we'll meet you there. Here’s where you can meet us during Dreamforce. Dreamforce booth(s): See SalesLoft’s #1 ...

  • Avatar

    Stephanie Rodriguez created a post,

    Jump In, Introduce Yourself!

    My name is Stephanie, and I’m a Support Content Strategist Does anyone know this song? I remember it from Gullah Gullah Island…. https://www.youtube.com/watch?v=Bl33uaPq_vw Anyway! Welcome to the ...

  • Avatar

    Stephanie Rodriguez commented,

    Hey Curtis,  Great question! I spoke with one of our Product Managers about this one (and learned something myself).  Read receipts only work if you have a messenger app talking to another messenge...

  • Avatar

    Stephanie Rodriguez created an article,

    Set Up Your Profile

    Your Profile Settings page is the hub to set up and edit your SalesLoft account information and email signature.  In this article, you will learn the steps to take within the Profile Settings page ...

  • Avatar

    Stephanie Rodriguez created a post,

    What are the best automation rules you have created?

    When planning automation rules, you need to first consider what backend processes are you looking to automate? Automation Rules can do some great things like: Adding new leads/contacts to Sal...

  • Avatar

    Stephanie Rodriguez created an article,

    Messenger Regulation Guidelines

    Bringing texting into your communication strategy with Messenger sounds like a quick way to make contacts. However, texting comes with an entire different set of regulations.  Similar to phone and ...

  • Avatar

    Stephanie Rodriguez created an article,

    Team Cadence by User Dashboard

    The Team Cadence by User Dashboard allows you to review and take action on a specific user's performance within a Team Cadence. The Team Cadence by User Dashboard shows metrics, charts, and data on...

  • Avatar

    Stephanie Rodriguez created an article,

    Reply to an Email

    Hopefully, your email communication does not stop after sending an email. With that in mind, you must be able to reply to the people you talk to day in and day out.  SalesLoft allows you to reply t...