If you want to optimize the information shown in your "Next Dial" window when dialing prospects, it's essential to manage your SalesLoft integration settings correctly. This guide will help you edit the organization of your displayed fields, ensuring you have the most relevant data at your fingertips.

Important Note

The selection of tiles and their order will be applied to all reps within the organization. Make sure the arrangement suits the needs of your entire team.

By customizing the displayed fields, you can ensure that the most relevant information is readily available in the "Next Dial" window, optimizing your dialing process. 

Overview

When managing your SalesLoft integration settings, the top 8 fields listed under "Default Salesloft Fields" will be the ones that show in the "Next Dial" fields on the connect screen. They will appear in the exact order listed under "Default SalesLoft Fields For All Reps."

Editing Displayed Fields

To customize the fields displayed:

1. Click the gearwheel icon for Settings in the top-right of Orum
2. Go to Integration > Default Salesloft Fields
3. Add, remove, or rearrange fields
4. Save changes