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How to use Custom Fields (Salesloft users)
How to use Custom Fields (Salesloft users)

How to assign custom fields for Safety Net preventions in your sales engagement platform.

James Paul Pirie avatar
Written by James Paul Pirie
Updated over 5 months ago

*You will first need to carry out the integration to Salesloft using our guidance here.

Utilising custom fields can help you manage the preventions made by the Safety Net in Allegrow and utilise them further to help with your overall outbound motion. You can follow our guidance here to set these up:

1) Open up your Allegrow Admin and go to Settings>Integrations>Salesloft.

2) Scroll down until you see 'Custom Fields' and select 'Enable'.

3) Moving forward the Allegrow Safety Net will now assign the prevention to each of the prospects inside of Salesloft in line with our guidance here.

The custom field will appear under the Contact Information and be labeled as 'Allegrow Risk Analysis'.

To learn how to further automate the preventions from Safety Net see our guidance here.

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