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Manage Data

Discuss how to sync data between your systems or manage data within Salesloft

  • 5 Topics
  • 13 Replies
5 Topics
L
Champion
LanaWedeChampion
asked in Manage Data
Request to Enable Account Detail Editing in People View

Hello Everybody,Salesloft currently does not permit editing Account Details while in the Prospect (People) view. This limitation is particularly challenging during mass calling when we need to quickly add or update account-level information. Would it be possible for the Product team to adjust these settings?Many thanks,Lana

151
BrynjaHill
Community Manager
eddie.sempek
Champion
eddie.sempekChampion
asked in Manage Data
How to remove internal meetings from meetings attended metric

I’m running into an issue where the meetings attended metric is including internal meetings the BDR is attending. I know conversations can exclude recording meetings that only include internal domains, I’m wondering if there’s a way to do something similar and remove internal meetings from showing up in the meetings attended metric. Any thoughts on how to solve this? Should I be looking at another metric like meetings booked?

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M
Champion
J
Champion
JasonCheng2405Champion
posted in Manage Data
Advice needed on how to bulk update

Hi Guys, I target about 2000+ Accounts with about 5000+ target individuals with a lot the data cleansing needed. No. 1 being linking people to the right accounts. Any insights and advice on how to bulk update the linking between people and their accounts would be huge help and $ value. (I’ve explored ways of uploading CSV however without success as it only allows updating of “display company”, not “linked company”) likewise, I’m generally good with the system so if anything I could help, please leave a question here. Thanks! Jason

1422
J
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C
Champion
car3vi33spinaChampion
asked in Manage Data
Merge option

Is there merge account or contact option?

1721
K
Lofter
seknorton
Discussions Moderator
seknortonDiscussions Moderator
published in Manage Data
How to use Manage DataTutorial

Welcome to our Managing Your Data section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as:How do you manage People vs Accounts? Can I link People to records in my CRM?Share success stories about how you have managed your data within Salesloft in partnership with your other systems. Other customers want to know what’s worked for you, so don’t be shy.We hope you use this space to inspire others - whether that’s giving them the courage to ask a question as well, or sharing wins you’ve had! - SarahManager, Customer Enablement and Experience Programs @ Salesloft 

670
seknorton
Discussions Moderator
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