[Salesloft]: ADMINS - How to configure Org Settings
AL

Alex Luevanos-Rodarte

Created Feb 12, 2024

[Salesloft]: ADMINS - How to configure Org Settings

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Start in Orum.com

4 Steps
1

Click Sign In

Click Sign In
2

Login via Salesloft

Login via Salesloft
3

Authorize permission access:

Authorize permission access:
4

Click on gear icon on the top right of Orum

Click on gear icon on the top right of Orum

📞

Disposition and Sentiment Mappings

7 Steps
5

First- find your Meeting disposition/sentiment and click on the edit tab to select the right 'Type'

A Meeting Booked Disposition/Sentiment is required for setup.

First- find your Meeting disposition/sentiment and click on the edit tab to select the right 'Type'
6

Select the specific Type in this example it is 'Meeting'

Select the specific Type in this example it is 'Meeting'
7

Click on SAVE

Click on SAVE
8

Repeat the process for all the dispositions and sentiments on the list.

Connect = You spoke with the intended prospect

Unanswered = Did not speak with prospect, ex: VM, GK, Dial Tree etc.

Repeat the process for all the dispositions and sentiments on the list.
9

Scroll down to Cause Disposition Mapping

This is where you will map what Disposition and Sentiment is logged by Orum for unanswered calls that do not reach a human.

Scroll down to Cause Disposition Mapping
10

Use the pick list to select what disposition and sentiment is left for each specific Cause.

If you do not require Sentiments to be logged in Salesloft, you can just map the dispositions only.

All Disposition and Sentiments mapped here should be a 'Unanswered' type.

Use the pick list to select what disposition and sentiment is left for each specific Cause.
11

Click on SAVE when finished

Click on SAVE when finished

💻

Adding Salesloft Fields to Orum

8 Steps
12

Scroll down to Default Fields For All Reps

Scroll down to Default Fields For All Reps
13

Add new fields by clicking on the whitespace and selecting a new field. Reorganize the fields by dragging and dropping them in the order you would like displayed.

Orum will display fields from left to right.

Key fields to add are:

Cadence Name, Cadence Step, Email Address, Linkedin URL, Call History, Pinned Notes, Account Pinned Notes and any Pre-call research notes fields you have.

Add new fields by clicking on the whitespace and selecting a new field. Reorganize the fields by dragging and dropping them in the order you would like displayed.
14

Click on SAVE when finished.

Click on SAVE when finished.
15

Ensure Default Call Disposition For All Reps is set to 'No Answer'

Ensure Default Call Disposition For All Reps is set to 'No Answer'
16

Click on System tab

Click on System tab
17

Select the timezone you would like Calls logged in.

Select the timezone you would like Calls logged in.
18

Select the appropriate Timezone

Select the appropriate Timezone
19

Click on SAVE

Click on SAVE

🔉

Call Recording Settings

17 Steps
20

Enable Call Recordings for Orum

This is Optional

Enable Call Recordings for Orum
21

If enabled select the appropriate call recording restrictions, if left empty Orum will record all calls. You can simply paste the 2 party consent area codes into the white space.

A list of 2 party consent area codes can be found at the end of this resource article:

https://support.orum.com/hc/en-us/articles/4402737802897-Call-Recording-Settings-Two-Party-Consent

If enabled select the appropriate call recording restrictions, if left empty Orum will record all calls. You can simply paste the 2 party consent area codes into the white space.
22

Click on SAVE

Click on SAVE
23

Enable Call Monitoring and set your setting preferences.

This is optional.

Enable Call Monitoring and set your setting preferences.
24

Click on SAVE

Click on SAVE
25

If you are using our Call Library you can add custom call tags here.

This is Optional

If you are using our Call Library you can add custom call tags here.
26

If you are using Gong you can set up the Gong Integration here.

You will need to be a Gong Admin to complete this step.

If you are using Gong you can set up the Gong Integration here.
27

Optional: If you would like Orum to not use 2 of our AI features you can toggle them off here.

Optional: If you would like Orum to not use 2 of our AI features you can toggle them off here.
28

Click on People tab

Click on People tab
29

Click on INVITE PEOPLE

Click on INVITE PEOPLE
30

Add email addresses of Users

Add email addresses of Users
31

Select the role

Select the role
32

Click license Type

Click license Type
33

Click on what integration they will be sent for the initial invite. In this case it will be Salesloft.

Click on what integration they will be sent for the initial invite. In this case it will be Salesloft.
34

Click on Teams

Click on Teams
35

Click on ADD PEOPLE

Click on ADD PEOPLE
36

Create a specific team for Orum, you can assign reps once they login.

Setting up teams can be helpful when viewing Analytics and Call history data for a group of users.

Create a specific team for Orum, you can assign reps once they login.

Thats it! You have now completed the Org settings for your Apollo Integration!

Well done!
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