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How do I edit Textual Presentation in SalesScreen?

You edit Textual Presentation from Activity Types → Textual presentation, where you can customize the wording that appears in the Feed and on TV screens for each activity type.

Written by Sindre Haaland

Role
Admins

Plan
Essentials, Scale, Pro and Enterprise

Prerequisites

  • You have access to Activity Types in SalesScreen

  • You know which activity type’s text you want to change

Step 1 – Open Activity Types

  1. In the left‑hand menu, click Manage.

  2. Under the Company section, click Activity Types.

Step 2 – Open the Textual Presentation editor

  1. Find the activity type you want to edit.

  2. Click the gear (settings) icon next to that activity type.

  3. In the header, click Textual presentation.

Step 3 – Customize the text

In the Textual Presentation section you see two text boxes:

  • One for the Feed

  • One for TV screens

You can:

  • Type your own text in each box, in any language.

  • Use the + buttons to insert activity fields (for example user name, value, metric) into the text.

  • Use different wording for Feed and TV if you want them to look or sound slightly different.

Step 4 – Preview and save

As you edit, use the built‑in preview to see how the text will appear:

  • In the Feed preview

  • On TV screens when that activity type is reported and celebrated

When you’re happy with the result, click Save.

What if this doesn’t work?

I don’t see Activity Types or the Textual presentation tab
You may not have admin access for Activity Types. Ask an Admin or Company Owner to check your permissions.

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