Salesloft Knowledge Resource

Subject: This article's purpose is to reference commonly used articles related to Salesloft and Orum quickly. 

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Getting Started with Salesloft

This article is a great place to start when setting up Orum and Salesloft!

 

Completed Calls Not Showing In Salesloft

After dialing prospects in Orum, completed and dispositioned calls in Orum are not showing in SalesLoft.  This article explains how this can happen, and how to troubleshoot. 

 

Company Name not showing up in Orum Settings?

Salesloft users may notice that they do not see "Company Name" as a displayed field for Salesloft, and this article's purpose is to explain why, and how this field can be added.

 

Require Sentiments (Salesloft Specific)

This article discusses how to configure Orum to use Sentiments.

 

Call task not completing in the CRM

This article is for all CRM's, but does go into detail about how Orum interacts with tasks and activities.

 

Where are my call tasks?

This article discusses how to troubleshoot missing tasks.

 

Automatically Open LinkedIn and CRM's For Prospects

This article explains how to set up our auto-open features.

 

Filter

This article covers some of the ways you can filter your call list, please note the section regarding the timezone filter. 

 

Teams

This article discusses how to use Orum's teams feature in conjunction with Salesloft

 

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