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Stephanie Rodriguez

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Activity overview

Latest activity by Stephanie Rodriguez
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    Stephanie Rodriguez created a post,

    Most productive and helpful Automation Rules

    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...

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    Stephanie Rodriguez created an article,

    Messenger Regulation Guidelines (Coming Soon)

    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 ...

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    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...

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    Stephanie Rodriguez created an article,

    Do Not Contact and Contact Restrictions

    Contact restrictions disable methods of communication for People in SalesLoft. In other words, if someone says, "Never call me" or, "I don't check my email ever," you can block off that contact met...

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    Stephanie Rodriguez created an article,

    Conversation Intelligence Video and Audio Player

    After a meeting has been captured, you can watch and listen to the meeting from the recording window. The recording window takes up the center portion of the Recording Detail page. From the recordi...

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    Stephanie Rodriguez created an article,

    Complete List of Available Permissions

    Permissions let admins control what users can see and do in SalesLoft. You can define a specific set of permissions for each role. The default Admin and User permissions cannot be edited.   When yo...

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    Stephanie Rodriguez created an article,

    How to Install Insight from SalesLoft

    The Insight from SalesLoft dashboard package contains a lot of useful reports, dashboards, and fields that you can download into your team's Salesforce instance. To help simplify the download proce...

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    Stephanie Rodriguez created an article,

    Insight from SalesLoft Troubleshooting

    These are troubleshooting steps in the event that you experience any problems with the Insight from SalesLoft package.  In this article, you will find the following Troubleshooting: An Error Occur...

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    Stephanie Rodriguez created an article,

    Access the Dialer within SalesLoft

    SalesLoft’s Dialer allows you to make calls directly from our platform. Seamlessly work through a series of phone calls, record them for training purposes, and log all of your information from one ...

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    Stephanie Rodriguez created an article,

    Live Feed

    SalesLoft provides the best email tracking technology to deliver real-time alerts when your prospects interact with your emails, including viewing the email, clicking a link, or replying. All of th...