Role
Screen Admin
Admins with screen access
Plan
Essentials, Scale, Pro and Enterprise (Screens/Playlists are included in all plans)
Prerequisites
Screens/SalesSurround is enabled for your organization
You have Screen Admin (or equivalent) permissions
At least one playlist has been created and saved
Step‑by‑step instructions
Step 1 – Open Screens
In SalesScreen, open the left‑hand menu.
Under Other, click Screens.
Step 2 – Select the screen
At the top, make sure you are on the Screens tab.
In the list, click the screen name you want to update.
A settings panel opens on the right‑hand side.
Step 3 – Choose the playlist(s)
In the right‑hand panel, find the Playlists dropdown.
Click the dropdown to see all available playlists.
Select the playlist you want to run on that screen
If your setup allows multiple playlists per screen, select all playlists you want this screen to cycle through.
The selected playlist’s slides will start playing on that screen the next time the TV player refreshes.
What happens next
The TV (or player) linked to that screen will show slides according to the assigned playlist(s).
Any later changes you make to those playlists (adding/removing/reordering slides) will automatically affect the content on that screen.
What if this doesn’t work?
My playlist doesn’t appear in the dropdown
Check that the playlist has been created and saved under Screens → Playlists.
Make sure you have permission to see that playlist; it may be team‑specific or restricted to certain screens/teams.
The screen still shows the old content
Wait for the TV player to refresh or restart the device running SalesScreen.
Confirm that you updated the correct screen in the Screens list (screens can have similar names).