Release Notes

Version 1.3.3 September 12, 2024What’s NewUpdated the design of our CRM buttons to make them more snazzy.Bug FixesFixed an issue that was preventing the email pane from resizing. Fixed a bug that was causing the Gmail loft it button to malfunction. Improvements to enable new upcoming features.Version 1.3.2 September 9, 2024Bug FixesFixed an issue that prevented some new user records from being created in the sidebar Fixed how long names displayed in the sidebar.  They will now truncate and display the full text on hover. Version 1.3.1August 29, 2024What’s NewView Sender button added in Gmail messages to more easily view contact information in threaded emails.  Now you can open or refresh the sidebar from Gmail by clicking the button with the sender's name.Bug FixesFixed an issue where our click to call sidebar button in Salesforce was not displaying for some users. Fixed an issue with our email pane cutting off part of the editing window Version 1.3.0August 24, 2024Bug FixesFixed an issue that caused our GCal buttons to disappear and restored items from 1.2.3Version 1.2.4 August 23, 2024Bug FixesCritical update to restore GCal functionality for some users, rolled back to version of 1.2.3 Version 1.2.3August 23, 2024 Bug FixesLocalization improvements Version 1.2.2 August 9, 2024What’s NewDialer has been improved to allow for vertical resizing.  We also improved the dropdown behavior and size to reduce the need to scroll while logging a call.Bug FixesImproved translations in email panes and action pop up Added support to disable auto complete for the LastPass extension Fixed an issue with click to call buttons not displaying on some list views in Salesforce Version 1.2.1August 1, 2024What’s NewDo Not Contact Improvements - You can now view and manage Do Not Contact status at a granular level with Do Not Email, Do Not Text or Do Not Call in addition to Do Not Contact.   Bug FixesImproved dialer window localization Version 1.2.0July 25, 2024 Bug FixesLocalization improvements  Dialer stability upgrade Fixed a reported memory leak issue Fixed an issue on the account page in Salesforce where the import button was misbehaving. Fixed an issue where inbound calls were refreshing open tabs with contact information Fixed an issue where the loft in button was not displaying correctly

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:  Rhythm & Cadence Channels & Conversations Platform, Data, & CRM Mobile Rhythm & Cadence Extend Assignment in Plays - Opportunity Owner and Record Owner’s ManagerPlays can be assigned to the Opportunity Owner and the Record Owner’s Manager for teams to configure plays that match your desired processes.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, assign the Play Task to the Opportunity Owner or the Record owner’s Manager.Add People From Account to Cadence Task TypeUsers are now able to add people from Accounts to cadences using Account-based signals from partners like G2 and Drift. This provides a higher level view of the Account and its critical happenings.Who: Plays can be created and managed by team Admins. All users can run this play type. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks are an available action within Plays configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play with an Account signal, you can choose the “Add to Cadence” task as the assigned action when a signal is received. Channels & ConversationsDialer Settings UpdatesThe Dialer Settings have been updated with a new app structure. The new structure includes a tab dedicated to Phone Numbers where you can provision and assign numbers, the Live Call Studio setting is now under General Dialer settings, and the Dialer Keypad setting is visible. Who: Admins and users with the “Manage Settings for Dialer” permission enabled for their role. Where: Settings > Communication > DialerHow: Learn more about the Dialer Settings in the Manage Team Dialer Settings article.  Disposition and Sentiment Settings UpdateThe Disposition and Sentiments Settings pages have been updated to the tabular page format similar to the other Salesloft Settings pages. The “Require dispositions/sentiments to be logged” fields are not toggles instead of the previous checkboxes. Who: Admins and users with the “Manage Dispositions and Sentiments ” permission enabled for their role. Where: Settings > Communication > Disposition and Sentiment.How: Learn more about the Disposition and Sentiment settings in the Manage Dispositions and Sentiments article.  Platform, Data, & CRMConnected Apps CleanupIn an effort to improve the connected app experience, all integrations with Salesloft must now be connected via an active user. Who: Admins and users with the “Manage Frontend Integrations” permission enabled.  Where: Settings > Administration > IntegrationsHow: Please review your Salesloft integrations and ensure they are connected via active admins. In cases where an integration is enabled via a user that is no longer active, the integration will be disconnected. This may result in an integration being disconnected unexpectedly.  Keyboard Shortcuts Introducing keyboard shortcuts. Quickly navigate to critical pages within the Salesloft desktop app without using a mouse.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Across the Salesloft platform. How: Learn more in the Salesloft Keyboard Shortcuts article.Roles and Permissions Settings UpdatesThe Roles and Permissions Setting is now known as “Roles” and it’s listed under the “Team” settings.Available Roles are listed in a new table that shows the number of users assigned to each role.The Permissions page now includes toggles and the ability to search permissions.Who: Available to Admins and users with Manage Roles & Permissions enabled for their role. Where: Settings > Team > RolesHow: Learn more in the Roles and Permissions article. MobileThe features included in the Mobile section all fit the following criteria:Who: Available to users who have downloaded the Salesloft Mobile App.Where:  The Salesloft Mobile App is available of iOS and Android.Rhythm on MobileYour Rhythm Dashboard is available in the Salesloft Mobile App to provide you with a consistent experience across all Salesloft platforms.This update includes the ability to create and manage one-off tasks directly in the app—such as emails or calls— directly from the mobile appWho: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Within the Salesloft Mobile AppHow: Update the mobile app to get the Rhythm Dashboard on your mobile device. Things to note: This feature is currently in feature preview.Mobile Enhancements: Keypad Visual Feedback: Adds feedback to the Dialer component in the Salesloft Mobile app to indicate when a key is pressed. This update aims to enhance the user experience for field sellers, providing clear visual confirmation of valid touch inputs Text Messenger Sent Confirmations: This feature ensures each text message sent from the Salesloft Mobile App is followed by a confirmation of success or failure. Call History - Associate Phone Numbers to Salesloft Records: Enhance the Call History feature in the Salesloft Mobile App to automatically match and display contact names and accounts for incoming call logs. This eliminates the need to manually search for contact details, logging the call, and then seeing the name and account.

On this page, we'll be highlighting the new features you'll find in Drift during the month of August. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Multi-Entity Segmentation Feature: Multi-Entity SegmentationBilling Plan Required: Multi-Entity Segmentation is available on the Premium, Advanced, and Enterprise PlansDescription: Multi-Entity Segmentation updates the Contact and Account segment builders into a unified experience that allows you to create segments that are a combination of both Account and Contact attributes.Reference Documentation: SegmentsLocation: You can access Multi-Entity Segmentation by navigating to Visitors > Segments Prospectory Activity Data in SalesloftFeature: Prospectory Activity Data in SalesloftBilling Plan Required: Prospectory Activity Data in Salesloft is available on the Premium, Advanced, and Enterprise PlansDescription: Prospectory Activity Data in Salesloft pushes Prospecting data from Drift directly into Salesloft providing a more unified selling experience for your sales reps.Location: Prospecting Activity Data from Drift can be found in the Live Feed within Rhythm or on the contact record in Salesloft.Bionic - Source Improvements & Response RefinementFeature: Source Improvements & Response RefinementBilling Plan Required: Source Improvements & Response Refinement are included with a Bionic Chatbots purchaseDescription: Source Improvements allow you to correct the source that the Bionic Chatbot is generating its responses from. Response Refinement allow you to tweak the bot's response using natural language processed directionsReference Documentation: Bionic ChatbotLocation: Source Improvements and Response Refinement can be found by navigating to Playbooks > AI Response Testing

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm Channels and Conversations Platform and CRM Salesloft Chrome Extension New Partner IntegrationsRhythmExpanded Task Types in PlaysTask Type functionality has been expanded to include integration tasks, like sending LinkedIn InMail.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license. Plays tasks can be added by a Salesloft Admin.Where: Play Tasks can be created from the Play Settings. Once initiated, Plays will appear in the Rhythm Workflow.How: Learn more about how to Create a Play and assign a play action. Channels and ConversationsAdmin Setting - Allow Users to Modify Sync SettingsAdmins can control whether or not users can modify inbound/outbound sync for their own personal Email Activity sync preferences.Who: This feature is available for users with the Essentials, Advanced, and Premier licenses.Where: Admins can enable this feature within the Admin Email Settings page.How: Admins can “Allow users to modify sync settings” via the Admin Email Settings > Email activity sync > checkbox for allowing modifications. Utilizing this feature (dis)allows individual users to enable or disable inbound/outbound sync.Platform and CRMEnhanced Account ManagementWe've improved Salesloft's Account Management settings page and backend logic to ensure that People are accurately linked with their corresponding CRM Account records, regardless of the domain value associated with those Accounts. If a Person's CRM Account ID is not populated, we no longer match People with free email domains to existing Accounts using fallback logic or create new Salesloft Accounts based on their email domain.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Enhanced Account Management is found within the Account Management settings page.Only Admins or users with Account Management permissions may update Account Management Settings.How: Learn more About Account Management. Salesforce Campaign SyncLink any Cadence in Salesloft to an active Campaign in Salesforce, create Campaign members and update Campaign member status with SFDC Campaign Sync.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: The Salesforce Campaign Sync is configured within Cadence settings.How: Learn more about Salesforce Campaign Sync.Salesloft Chrome ExtensionGlobal People Search & UI EnhancementsQuickly search for people from the extension header, along with other minor UI enhancements .Who: This feature is available for users that have downloaded the Connect for Salesloft Chrome Extension. Where: The Global People Search bar is located at the top of the Connect for Salesloft Chrome Extension.How: Click on the search bar at the top of the Connect for Salesloft Chrome Extension and type the name of the person you are searching for. Clicking on the search bar will show you your most recent searches.New Partner IntegrationsEquilarCreate Plays with Equilar executive transition signals to prompt sellers to follow up on crucial buyer activity at the most opportune moments.Who: Customers with Salesloft and Equilar, must turn on the Equilar integration.Where: Enable the integration in Equilar and create Plays in Salesloft.How: Learn more about how to enable Equilar Plays. MutinyAdd a custom tracking parameter to links included in Salesloft emails to allow Mutiny to identify prospects that click through. After identifying your prospects, Mutiny will track all of their future website activity and alert you when they are on your site.Who: Customers with Salesloft and Mutiny, must reach out to Mutiny Growth Strategist to enable.Where: Enable in Salesloft Settings > Integrations.How: Learn more about the Mutiny integration. CallHippoAutomatically log calls and SMS messages made through CallHippo in Salesloft.Who: Customers with Salesloft and CallHippo, enable in CallHippo.Where: Calls and SMS messages made in the Call Hippo extension will be logged in Salesloft.How: Learn more about the Call Hippo integration. OrumNew updates to the Orum integration share call recordings with Salesloft Conversations and allow reps to skip Salesloft tasks from the Orum app.Who: Customers with Salesloft and Orum, contact your Orum CSM to share call recordings with Salesloft.Where: Use Orum’s AI-powered sales dialer in the Orum app and automatically log activity and share recordings with Salesloft.How: Learn more about the Orum integration.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm Channels and Conversations Platform and CRM Chrome Extension Enhancements New Partner IntegrationsRhythmReview Scorecards in RhythmUsers can request conversation reviews, which generates an action in Rhythm for the reviewer, helping sales managers to more efficiently coach their reps.Who: This feature is available to all Salesloft users with an Advance or Premium license.Where: Reviewing Scorecards actions are initiated from the Conversation Detail Page.  Scorecards in Rhythm appear in your Rhythm Focus Zone and the Rhythm Side Bar.How: Users can request a scorecard review from the Conversation Detail Page which will create a Review Scorecard task for the reviewer in their Rhythm Focus Zone and their Rhythm Side Bar.“Add Person to a Cadence” Task Type for PlaysCreate Plays that prompt the user to add a Person to a Cadence in response to a signal.Who: This feature is available to Salesloft users with the ability to create Plays.Where: Plays are created from the Discover Plays page by navigating to Team Settings > Workflow > Plays > Discover Plays.How: Learn more about creating Plays.Drift PlaysCreate Plays triggered by Drift high buyer intent signals to help sellers convert leads. Drift Plays can recommend AI-generated email copy for the seller follow up that includes context from Drift chat and website interactions. Drift Plays are prioritized for the seller in the Rhythm Focus Zone.Who: Customers with Salesloft and Drift must turn on the Drift integration.Where: Enable the integration in Drift and create Plays in Salesloft.How: Learn more about how to enable Drift Plays.Channels and ConversationsExtending Conversations Key MomentsView Conversations Key Moments are available Conversations Navigator and inside the “Your Conversation is Ready” email template.Who: Conversations Key Moments is available to all Salesloft users with Advanced or Premier licenses.Where: Conversations Key Moments can be found in the Conversations Navigator and inside the “Your Conversation is Ready” email template in addition to the Recap tab of the Conversation Details page.How: Learn more on how to Identify Key Moments in your Conversations.Things to note: Key Moments are generated with artificial intelligence models provided by Microsoft Corporation and AWS.Auto Attribution in the “To” field for Activity SyncAdditional recipients  in the “To:” and “CC:”  field are attributed to email activity in Salesloft.Who: This feature is automatically available to all users.Where: Email To: field and CC: field.How: When multiple people are found in the “To” and “CC” fields, Salesloft will attribute the email activity to each Person included in the email. Things to Notes: The first person in the "To:" field must be a Salesloft Person record. Including multiple people in the To: field is available in Gmail and Outlook.Platform and CRMAnalytics HubAnalytics Hub is a new analytics experience that acts as a one stop shop for all of your revenue intelligence needs.Who: Analytics Hub is available to all Salesloft users. Analytics Hub is currently in feature preview and can be turned off during the review period.Where: When enabled, Analytics Hub  can be accessed from the “Analytics” item in the menu bar at the top of the platform.How: Learn more about the Analytics Hub.Chrome Extension EnhancementsCustom Fields Alphabetical Sort: Person detail information is now sorted alphabetically on the Person tab in the extension sidebar. People Scroll Behavior: Information above the tabs for Contacts, Cadences, Activity and Notes now locks to allow scrolling while keeping information in place.Who: Chrome Extension Enhancements are available for Salesloft users using the Salesloft Connect Chrome Extension.How: Update the Salesloft Connect Chrome extension. New Partner IntegrationstrumpetCreate Plays that prompt seller follow-up based on buyer engagement with your digital sales rooms. Who: Customers with Salesloft and trumpet, must turn on the trumpet integration.Where: Enable the integration in trumpet and create Plays in Salesloft.How: Learn more about how to enable trumpet Plays.

See what's new in Salesloft this May!In this article, we will highlight Salesloft’s newest features and functionality. We’ve grouped the releases into the following Product areas:Rhythm Cadence Channels and Conversations Deals and Forecast Platform and CRM New Navigation Salesloft Chrome ExtensionRhythmCadence Function in Conductor AI PrioritizationConductor AI now considers Cadence Function when prioritizing cadence actions in Rhythm and Cadence Focus Zones.Who: All users, specifically users leveraging Cadences. Where: Cadence function is set up inside the individual Cadence Settings.How: Learn more about how Conductor AI leverages the Cadence Function to consider Buyer Engagement in the Conductor AI article. CadenceNurture and Renewal Cadence FunctionTwo new Cadence functions — Nurture and Renewal — have been added to help identify and prioritize Cadences.Who: This feature is available to all Salesloft users.Where: The Cadence Function may be added from the Cadence Settings page. You can view the Cadence Function on the Cadences page.How: Learn how to set Cadence functions while creating a new Cadence.Channels and ConversationsAI-assisted Conversations ScorecardAI-assisted Conversation Scorecards are structured evaluations that are tied to specific conversations which allow managers or reps to score their conversations and see where they need to improve.Who: AI-assisted Conversations Scorecards are configured and managed by Admins or entitled roles.Where: AI-assisted Conversation Scorecards can be configured and managed from the Scorecard admin page.How: Learn how to manage AI-assisted Conversation Score Cards and how to Score a Conversation.Conversation Key MomentsWhat: Salesloft will automatically pinpoint key moments, like objections, competitor mentions, and decision makers,  from conversations so reps and managers can spend less time reviewing recordings and more time focusing on closing deals.Who: Conversation Key Moments is available to all Salesloft users.Where: Conversation Key Moments is enabled by default and can be found on the Recap tab of the Conversation Details page.How: Learn more how to Identify Key Moments in your Conversations.Things to Note:  Key Moments is provided by Salesloft utilizing artificial intelligence models provided by Microsoft Corporation and AWS.Prepare for Meeting: Share Internal Notes PlayThe “Prepare for Meeting: Share Internal Notes” Play is multi-step a Play that prompts the meeting owner to create and share internal notes, and send a meeting reminder email to external attendees.Who: The “Prepare for Meeting: Share Internal Notes Play” is available for all Salesloft users. The Play is enabled by default and the Play can be disabled or edited by Admins by navigating to Team Settings > Plays > Discovery Plays.Where: “Prepare for Meeting: Share Internal Notes” appears inside your Rhythm workflow.How: Learn more in the Prepare for a Meeting Play article.  Auto Person CaptureAuto Person Capture will automatically add and create a Person record for contacts who do not already exist in Salesloft when you send them a Lofted email or invite them to a meeting.Who: Auto Person Capture is available to admins and users with the Create People permission and the Create People While Lofting permission enabled for their role.Where: The Create People and Create People While Lofting permissions can be assigned to a role by navigating to Team Settings > Roles and Permissions. Once the permissions are enabled to a role, Auto Person Capture will begin working for users with that role.How: Learn more about Auto Person Capture.Genesys Dialer IntegrationThe Genesys Dialer integration allows customers with a Genesys license to make and receive calls via Genesys within Salesloft and the Salesloft Chrome extension. Who: The Genesys Dialer Integration is for customers with a Genesys license. Salesloft admins can install and configure the Integration for their team.Where: Once installed the Genesys Dialer will replace the Salesloft Dialer when making calls.How: Learn more about how to Manage the Genesys Dialer Integration.List UnsubscribeList Unsubscribe is a one-click option to unsubscribe from promotional and marketing emails.Who: Admins can enable or disable the List Unsubcribe button for their entire team.Where: The List Unsubscribe button can be enabled and disabled by navigating to team settings. Select Email under the Communication settings. Click the deliverability tab and scroll down to the List Unsubscribe panel.How: Learn how to enable the unsubscribe button for emails.Deals and ForecastOpportunity Splits and Split TypesOpportunity Splits and Split types provide the ability to split attribution to multiple team members for an opportunity.Who: Opportunity Splits are available for teams with access to Deals and are enabled by admins. Once enabled, Opportunity Splits are visible to all Salesloft users. Things to note: Opportunity Splits are managed inside your team’s Salesforce account. Inside Salesforce you will configure, create, and designate the split amounts.Where: Opportunity Splits can be configured by navigating to the Deals tab > Admin settings > General Settings. How: Learn how to enable Opportunity SplitsAuto Buying Group CaptureSalesloft will automatically identify and add the appropriate stakeholders you've engaged with to an opportunity. This release also updated the "Stakeholder panel" to the "Buying Group" panel.Who: Auto Buying Group Capture is available to Salesloft teams with access to Deals.Where: The Buying Group Panel can be found on any individual Deal View Page.How: Learn more about the Deal Buying Group Panel.Platform and CRMNew NavigationMenu items have been moved to the top of the screen and re-organized for a more intuitive experience. Plus, use keyboard shortcuts to search and take quick action.Who: New navigation is available for all users.Where: Menu items can be found at the top of the screen.How: Learn more about Search and Navigation.Unified Opportunity CRM Sync for Essentials CustomersUnidirectional sync for Opportunity records to connect your Opportunities to People/Account records, Salesloft analytics, and automation rules. Automatically map standard Opportunity fields and configure custom fields.Who: Unified Opportunity CRM Sync is available for teams with Team CRM sync enabled for Salesforce, Dynamics, and HubSpot integrations.Where: Opportunity sync settings can be viewed in the Opportunity Field Configuration. How: Unified Opportunities can be viewed from:Opportunities related to a respective People or Accounts inside Salesloft.  Opportunity based analytics  Automation Rules using Opportunity data as criteriaLearn more in the Opportunity Field Configuration article. Salesloft Chrome ExtensionNew Chrome Extension A new, updated version of the Salesloft Chrome extension is now available and must be downloaded to continue accessing Salesloft via extension. The former version of the Chrome Extension is now “SalesLoft Connect - Legacy”.Who: The Salesloft Connect Chrome Extension is available for all Salesloft users to download.Where: Download the updated Salesloft Chrome Extension from the Chrome Webstore.Things to Note: If you have the legacy extension downloaded, remove that extension before downloading the new version. How: Learn more about the Salesloft Chrome Extension.

See what's new in Salesloft!In this article, we will highlight Salesloft’s newest features and functionality. We’ve grouped the releases into the following Product areas:Rhythm Cadence Deals and Forecast Channels and Conversations Platform and CRM Salesloft Chrome Extension (Early Access)RhythmPlays Dynamic Task AssignmentDynamic Task Assignment offers the ability to assign a task in a play action to a specific owner. Assignment options include Signal Assignment (default option), Salesloft record Owner, and Account User Relationship.Who: This feature is accessible to Salesloft admins and roles with the Plays: Manage permission enabled. Where: Dynamic Task Assignment can be found when setting up a Play. Navigate to Settings > Workflow > Plays.How: Learn how to add the Task Assignment when you Create a Play. Task Expiration for PlaysTasks created from Plays include an expiration date. Plays default to 5 calendar days. This helps to maintain a relevant, timely user experience in the Rhythm Focus Zone.Important: With the release of Task Expiration, any actions created by Plays that are more than 14 days overdue will automatically expire. This release will NOT impact Cadence steps or manually created one-off tasks.Who: All Salesloft Users. Admins and roles with the “Manage Plays” permission enabled can configure task expiration for each Play.Where: Task Expiration is configured when setting up a Play. Navigate to Settings > Plays to review existing Play settings. How: Learn how to update the expiration date when you Create a Play. Edit Play NamesThe ability to customize/edit the name of Plays. This is helpful for teams that wish to rename Plays that use the same Play Framework for different tasks or users. Who: Admins and roles with Manage Plays permission enabled. Where: Play names can be edited when you create a new Play or after a Play is created from your Plays Settings. To make edits navigate to Settings > Plays > My Plays.How: Learn how to rename Plays from Manage Plays. Cadence Focus Zone EnhancementsThis release allows users to adjust their Cadence Focus Zone filter so they can view groups of Cadence steps by Account, Cadence, and timezone, or group by Cadence.Who: All Salesloft Users.Where: The new filters are found in the Cadence Focus Zone located on the Salesloft homepage and the Rhythm Sidebar.How: Learn more about how to apply this filter in Cadence Focus Zone.CadenceBulk Reschedule ActionsThe ability to bulk edit/reschedule task and Cadence steps within Rhythm. This allows users to manage and prioritize the due dates of actions.Who: All Salesloft UsersWhere: You can bulk edit and reschedule task and cadence steps from the Rhythm Focus Zone found on your Salesloft homepage.How: Learn how to reschedule tasks in Tasks in SalesloftDeals and ForecastOverdue Forecast StatusThe Overdue Forecast Status is an icon that indicates when a Forecast is overdue. This will inform users that it’s time to update their Forecast.Who: Users with access to Salesloft Forecast. To access Forecast, users must have the Premier Salesloft plan and have the following permissions enabled for their role: Manage Forecast Submissions and View Forecasting.Where: Overdue Forecast indicators can be viewed in the Hierarchy table, in the expanded opportunities view, and in the Submit Forecast window. How: Learn more in our Overdue Forecast article.   Channels and ConversationsZoom Phone IntegrationThe Zoom Phone Dialer Integration allows you to use your existing Zoom Phone configuration to make and receive calls from inside Salesloft.Who: The Zoom Phone Integration is configured by a Salesloft admin and can be used by the whole team once it has been set up. Where: The Zoom Phone Integration can be configured on the Dialer Settings page. Once connected, users can access the Salesloft Dialer to place calls. How: Connect Your Zoom Phone Account to Salesloft and Manage the Zoom Phone Dialer IntegrationPlatform and CRMCustomize People List CSV Export & Import ImprovementsCustomize People List CSV Export gives users more flexibility to export critical person data from Salesloft. These improvements include:Users can choose which fields they want to export from both standard and custom fields.  The ability to  add/remove/change the order of which the data shows up in the resulting CSV . Filter for specific imports from the source (imported from: CRM, CSV, Manual), user (Imported by), and date (Imported on). Who: All Salesloft UsersWhere: Customize People List CSV Export & Import Improvements can be found by navigating to the People tab > Export. Import Improvements can be found by navigating to the People tab > Create People > Import from CSV. How: Learn more in the following articles: Export People Records to a CSV and View Import HistoryDisplay CRM Org Information and Sandbox BannerThis feature adds the ability to view what CRM Org a team and individual users are connected to. It also adds a banner to indicate if a team/user is connected to a  Salesforce Sandbox Org via our new banner.Who: Display CRM Org information is available for all CRMs. The Sandbox Banner is only available for Salesforce CRM users.Where: The CRM Org Information can be found on the CRM settings page. The Sandbox banner can be found at the top of your Salesloft instance.How: Learn more about this release in the following articles: Salesloft Sandbox Guide, Your Personal Settings - CRM Settings, Manage CRM Sync - Enabling CRM SyncEnhanced Account and Person StagesAccount and Person stages are now managed from the Field Configuration Settings instead of the Stages Settings. This release also automatically creates Person and Account Stages in Salesloft when we receive an unrecognized option from the CRM. Auto-created Stages are added as Inactive Stage values.Who: Managing Stage settings inside Salesloft Field Configuration is available to Salesloft Admins by default and roles with the Manage Field Configuration Permission enabled.Where: Account Stages can be managed inside the Field Configuration settings inside the Account Fields.Person stages can be found in Field Configuration settings inside the Person Fields.How: Learn how to manage and activate stages in Edit Stage Settings.Feature PreviewFeature preview gives you the ability to opt-in or opt-out of new features that have been pushed to your team before they are officially released to all teams.Who: All Salesloft Users.Where: Feature Preview can be enabled by navigating to Settings > Profile settings > Preferences.How: Learn more in Feature Preview.License ManagementLicense Management gives you the ability to edit a single user’s license in the User’s table as well as the ability to bulk update multiple user licenses. The User’s table contains added visibility into license consumption. The Conversations Recording toggle has been split into the Conversations and Create Recordings columns. The Conversation column identifies each user’s Conversation’s access status. The Create Recordings toggle is where admins can enable and disable the ability to create Recordings for Conversations. Who: Salesloft Admins.Where: You can access the User’s table by navigating to Settings > Team > Users.How: Learn more in Manage Users.Salesloft Chrome Extension (Early Access)Inbound Call NotificationsThis feature adds the ability for users to Accept or Reject an inbound call directly from the pop out dialer window without having to interact with Chrome notifications.Who: All Salesloft users who are using the new Salesloft Connect Early Access version.Where: Open the pop out dialer window to receive an inbound call and see the new buttons.How: Learn more in Salesloft Chrome Extension Overview (Early Access).Moveable Salesloft ButtonThis feature adds the ability for users to change the position of the Salesloft button while viewing content in their extension sidebar. Click, hold and drag the Salesloft button to a new position while in your CRM or Gmail. Who: All Salesloft users who are using the new Salesloft Connect Early Access version.Where: The extension sidebar is available in Gmail or your preferred CRMHow: Along with the Salesloft extension, A Salesloft-specific button is embedded inside your CRM. This button allows you to leverage Salesloft features, like the side panel with Salesloft Person details, Cadences, and Tasks.This button, represented by the green Salesloft "S," appears in your CRM once the extension has been downloaded. By default, the button is located in the lower right corner of your CRM. You can slide the location of the icon up and down the right side of your CRM page - this is particularly helpful to move around CRM content, scroll bars, and even other extensions. To adjust the location of the Salesloft extension button, click, hold, and drag it where you want it to go.  A movement bar will display on hover to help with discoverability,  but you can click anywhere to get it to move.If the button is moved on tab 1 of a CRM’s page and you open tab 2, the location will be the same.Things to Note: The button will sync across all tabs after the page has been refreshed. The position of the button will be remembered unless a full restart of Chrome occurs.