Use this section to learn how the platform works and to set up your account and features. Work through the steps below in order, then use the reference topics as you need them. Select a topic in the left navigation to see its articles.

What's Included?

Set Up and Get Started

• Platform overview: Learn what the platform includes and how its products fit together.
• Onboarding checklist: Work through the setup tasks for your role.
• Your Account setup: Set up your account and profile.
• Feature setup: Set up the features you plan to use.

Reference Materials

• Navigation & interface: Find your way around the platform.
• Cross-product glossary: Look up terms used across Salesloft and Clari products.

Related Sections

• Sales Engagement Overview: build cadences, work your daily actions, and manage your pipeline.
• Conversation Intelligence Overview: record, review, and coach on calls.
• Clari Forecast & Inspect Overview: submit your forecast and inspect deals and pipeline.
• Admin Guides Overview: Set up and manage the platforms for your team. 

Resources

See Product Release Notes for recent changes. 

Need help? contact support or visit the Salesloft Community.