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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 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,

    Conversation Intelligence Bot Settings

    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...

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    Stephanie Griffith created an article,

    Truly Integration

    The Truly integration connects SalesLoft directly to the Truly Phone System. It ensures call and disposition data are shared seamlessly between the two platforms, while giving users a seamless user...

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    Stephanie Griffith created an article,

    Deals Summary Tiles

    The Deals Summary dashboard enables frontline reps to view charts and take action insights specific to their personal pipeline and quota.  To access Deals Summary, go to the Deals product tab of t...

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    Stephanie Griffith created an article,

    Email Leaderboard Panel

    The Email Leaderboard panel provides a list of the top 10 performance of reps across four metrics based on your designated filters.  Taking these details into consideration, the panel aims to answ...

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    Stephanie Griffith commented,

    Hey Cody! I'm going to direct this post to our Support team so they can help you out. 

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    Stephanie Griffith created an article,

    LinkedIn Results Panel

    The LinkedIn panel shows the amount of LinkedIn completed steps as well as the Linked activity types based on your designated filters.  In addition to the details in this panel, you can view Linke...