Next Dial Fields When Integrated With Salesloft

Subject: This article serves to guide users in how to edit the organization of their displayed fields, and how this affects their "Next Dial" window. 

 

When managing your SalesLoft integration settings, the top 8 tiles listed within your "Default Salesloft Fields" will be the ones that show in the "next dial" fields on the connect screen when dialing prospects. They will show in the exact order listed in under "Default SalesLoft Fields For All Reps"

 

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These tiles can be removed by clicking the "X" on the tile. More can be added as well by typing into the blank area, then clicking the selection from the autogenerated options of your spelling. Once finished managing the tiles you want displayed, be sure to click the "Save" button to confirm your changes.

 

****Please keep in mind that the selection of tiles and their order will be applied to all reps within the organization.***

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