Platform Management

Hey Champions! 👋🏽While the Champions Hub is your go-to resource for Salesloft education and connection with your peers, the Digital Success Center (DSC) is your personalized admin portal built to deliver guidance and insights unique to your team's Salesloft account. Here’s what you can do in the DSC:💡 Generate & Manage Success PlansSelect your business goals and instantly generate a customized success plan, providing the exact, actionable blueprint you need to achieve them using Salesloft.Watch: How to create and manage a success plan 📊 Monitor Key MetricsTrack important platform health metrics, including team usage and adoption.⚙️ Access User Configuration ReportsMake sure your team is set up for success! For example, want to easily see which users are disconnected from your CRM? Easy! Just view and download the User Configuration Report. Watch: How to access the user configuration report🧍Points of ContactDon’t know who to go to? Quickly connect with your key contacts at Sale

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.

Please can someone remind me as to how do we Join the Champion Hub hour at 11 am EST, is there a link that gets sent each week ? Thank you.Regards,Vibha

Welcome to our Platform Management section! Wondering how to use this subcategory? Here’s what we recommend: Ask questions, such as how have people continued to edit and uplevel their Salesloft instance so it doesn’t become set it and forget it?Share success stories about how you have built an auditing process to keep your Salesloft instance fresh! 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 & Experience Programs @ Salesloft