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Champion
Keeper_MaxChampion
 Platform Management
Provision phone numbers during user creation?

Can everyone in this community please put in a feature request to allow for phone numbers to be allocated at the time of creating a user? Right now, you have to invite a user, wait for them to accept, and then go into the dialer, find their name, and provision the phone number. It’s a very annoying process that wastes time.It would be much better if on the user creation screen if there was a dropdown to select which phone number to give them and that’s provisioned once they officially create their account.

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DaniRChampion
 Analytics
How to Measure New Accounts Sequenced Weekly?

Hi everyone,At my organization, we have a weekly KPI for our BDRs to add 5–10 net new accounts into sequence per AE. By net new, I mean accounts that aren’t currently active in any other sequence—essentially, fresh accounts being introduced into outbound efforts each week.We’re having a hard time figuring out how to track this in Salesloft. I’m aware of the “People Added” metric, which is great for tracking contacts, but I’m looking for the equivalent on the account level.The “Accounts Engaged” metric doesn’t quite help here, as it includes any accounts with activity, including those where BDRs are just following up with the sequence steps. We specifically want to measure whether BDRs are consistently replenishing their outreach pipeline with new targets.This feels like a pretty fundamental KPI. Am I missing something obvious? Or has anyone figured out a good workaround?Thanks in advance!

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Lofter
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Vibha BhatiaChampion
 Manage Data
Schedule a report on people/contacts that have been noted as "Do not contact" on a regular cadence

We are looking for a report that can be scheduled on a weekly basis:The report only returns data for records marked as Do not contact for the current weekThe report should be scheduled If possible the report should have date and time stamp of when the person was marked as “Do not contact” Currently the export option does not allow one to filter to date and time stamp of when record was set to Do Not Contact and one has to export all the data every time.I think we need to go the API route but will need some help to achieve this.Hoping the team here can help.Regards,Vibha Bhatia

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