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Smart Fields

Salesloft fields Pulsar keeps up to date for you — rolled up from people to their account, copied down to people, flagged from who's on which cadence, or counted from activity. Only these fields are written, in bulk, so nothing else on a record changes.

What should Pulsar keep up to date?

Start from one of these and change anything, or build your own.

Roll up to accounts

From the account's people: dates, values, flags and counts.

Cadences

Who's on what, right now — for accounts or people.

Your own rules

Your own conditions, with AND / OR — on cadences and steps, people's fields and accounts' fields.

Copy down to people

An account's field on each of its people.

Activity

Calls, connects, emails and replies over a window.

Dates from calls — last connected, pitched, booked, or any outcome you choose — are Smart Dates. Once one's set up, you can roll it up here too (oldest, or how many people have one).