Salesloft users move through the platform using what we refer to as the top navigation bar.
You will see the Salesloft navigation bar on every page in the Salesloft platform. Aptly named for its ability to navigate you to the different areas inside Salesloft, the navigation bar also provides Salesloft quick actions, additional resources, and tools. The Global Navigation includes the top navigation menu items, Search bar, Action Palette, Notifications, Rhythm workflow, and your Profile.
Things to Note:
- In May 2024 the navigation update, referred to as Global Navigation, gathered all of the Salesloft functionality into a single menu bar.
- Prior to May 2024, the Salesloft navigation included a top and side navigation.
- Want to see what's new? Check out the New Navigation - What's Different? FAQ article.
In this article, we will walk through the Global Navigation, including:
The Top Navigation Menu takes you anywhere you need to go within the platform.
Want to see a comprehensive list of People? Add new templates? Check out your analytics? You can use the menu options to get to the pages inside Salesloft.
The Top Navigation contains group menus. Select a menu to view page options. Click a page name to go to the page you want.
When using a keyboard to tab through the page, the first element to show will be a Skip to Content button. This button will select the first focusable element after the nav. You can continue to tab through the menu options. Hit the Enter/Return key when you would like to select a page.
The Top Navigation Menu contains the following:
- Salesloft: Clicking the Salesloft icon will take you to your Salesloft home screen, your Rhythm Workflow.
- Workspace: The Salesloft Products where users can perform daily actions and engagements.
- Activity: Pages that contain logs of various Salesloft activities.
- Contacts: The record types you interact with.
- Content: Reusable content sources.
- Cadences
- Templates
- Snippets
- Analytics: Salesloft reporting.
Figure 1: Salesloft top navigation menu
The global search functionality allows you to search for any Account or Person in your Salesloft instance.
The search bar is located in the top navigation bar. No matter where you are in the platform, you can access the search bar. Type the keyboard shortcut / ("forward slash" key) to quickly jump to the search bar at any time.
Search using a Person’s name or Account’s name, email address, or Salesloft profile ID (if you’re a numbers rockstar who has that information at the ready). Search results will appear in grouped sections:
- Accounts
- People
- Conversations
Figure 2: Search for a Person or Account name
Using the search bar is as easy as typing in the search info and selecting the Person or Account. However, there are a few tricks to optimize your search results:
- Type AND or OR: Adding “AND” or “OR” to your search line expands your results.
- Use the wildcard (*): If you do not remember a first name, last name, or the name of an account, the wildcard (*) provides a list of possible matches.
- Quotation marks: To be precise, use quotation marks around your search.
The Global Navigation includes the ability to open one-off actions. You can use these icons to perform actions throughout the Salesloft platform.
Figure 3: The Create Task, Open Messenger, and Open Dialer quick actions
These actions are represented by different icons:
- Global Actions (+): The plus sign represents Global Actions. Selecting this icon opens a palette of Action items in the Search bar. Using this Actions palette, you can perform various one off tasks whenever you need to from anywhere in the platform. The available actions include:
-
- Open Dialer: Opens the Dialer in the bottom right corner of the platform.
- Open Messenger: Opens the Messenger pane in the bottom right corner of the platform so you can send SMS text messages.
- Create Task: Opens the Create Task window on your page.
- Log Call: Open the Log Call window on your page.
- Log Note: Open the Note window on your page.
Figure 4: Global Actions in the Salesloft Search Bar
For a list of available commands and actions, check out Complete List of Keyboard Shortcuts.
From the Global Navigation, you can see real-time alerts for Salesloft activities in the following locations:
- Messenger: Unread text notifications appear on the text message icon. This icon will show the number of unread messages.
- Bell icon: A dot will appear when new Live Feed and Sync notifications occur, signaling you to view your notifications.
When you click the Bell Notifications icon, a fly out menu will appear on the page. The fly out includes tabs to view the following notification types:
- Live Feed: Provides real-time alerts of your emails’ tracking activities.
- Sync: Shows any failing CRM activities. Failed activities display an error message, and allow you to retry the failed activity. Also, this shows your CRM status - whether you are connected or disconnected.
Click the Rhythm icon to open your Rhythm Sidebar from anywhere within the platform. Here you can perform your prioritized actions, cadence steps, and assigned tasks.
Figure 5: The Rhythm Sidebar
Your initials in the Upper right corner open your Profile Settings flyout menu. The flyout includes the following:
- Your name and email address
- Settings: Your Salesloft Personal Settings that allow you to edit your profile information. Admins will see a list of additional settings for team configuration.
- Available Integrations: If your team has enabled Integrations, they will appear in the Profile list
- Related Articles: Shows the Help Center articles that answer commonly asked questions related to the page you are viewing.
- Help Center: (You are here) Takes you to help.salesloft.com for information and instructions on Salesloft and its features.
- Contact Support: Opens the Contact Support form in another window so you can reach out the our Salesloft Support team for assistance if a technical issue arises.
- Developer Tools: Opens the Salesloft Developer's Portal.
- Submit Feedback: Allows you to provide feedback that our Product team will review to improve Salesloft.
- Log Out: Sign out of Salesloft.
- Privacy Notes and Terms of Use: (Not Pictured)
Figure 6: The Profile Settings flyout menu
Resource Center
The Salesloft Resource Center is represented by our signature Salesloft monogram in the lower left hand corner of your Dashboard.
The Resource Center will house product updates, program announcements, and Guides to help you maximize your use of the platform. The number attached to the Salesloft monogram will give you a count of how many unread announcements you have.
Click on the Salesloft monogram to open the Resource Center. Then you can navigate to any tabs with the dots that indicate new messages to learn more.
Figure 7: The Salesloft Resource Center
Do you have an idea you would like to share with the Salesloft Product team or feedback about the app? If you have a suggestion that can help us improve Salesloft, we want to hear it!
To submit feedback, follow the instructions listed below:
- Select your Profile Settings (initials in the upper right corner). A flyout menu will appear.
- Click Submit Feedback within the dropdown.
- Enter any suggestions you may have in the Submit Feedback dialogue box.
- Confirm your email address in the field below the feedback box.
- Hit Send Feedback. The Submit Feedback box will close and you will see a popup notification that your ticket or feedback has been submitted.
