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Stephanie Rodriquez

SalesLoft Support Content Strategist - Knowledge Base and Community Manager

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Activity overview

Latest activity by Stephanie Rodriquez
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    Stephanie Rodriquez 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 Rodriquez 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 Rodriquez created an article,

    Deals Summary

    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 Rodriquez 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 Rodriquez 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 Rodriquez 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...

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    Stephanie Rodriquez commented,

    Hey Mike! This may have something to do with your email server. Email providers like Outlook tend to add any added component in the email as an attachment (signatures, gifs, etc).  If there isn't a...

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    Stephanie Rodriquez created an article,

    Filter and Sort Recordings

    The Recordings and In Progress tabs show all meetings that have been captured for your team by default and all meetings currently in progress for your team respectively. You can update which recor...

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    Stephanie Rodriquez created an article,

    Account Productivity Panel

    The Account Productivity panel user how successful your engagement efforts are in terms of getting email replies, successes, and meetings, based on your designated filters.  Taking these details i...

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    Stephanie Rodriquez created an article,

    Account Activity Panel

    The Account Activity panel shows the amount of Account activity. It also provides a breakdown and ranking of the Accounts with the most activity based on your designated filters.  Taking these det...