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How do I send an endorsement to a colleague in SalesScreen?

To send an endorsement, click New in the left-hand menu, choose Endorsement, select the recipient and category, optionally add coins and a comment, and click Endorse.

Written by Hanne Herseth

Prerequisites
Applies to: All roles (End user, Manager, Admin).

  1. Click New in the left-hand menu in SalesScreen.

  2. Select Endorsement from the menu.

  3. In the Endorse a colleague window, choose Level:

    • User to endorse one person, or

    • Team to endorse an entire team.

  4. Select the user or team you want to endorse from the dropdown.

  5. Choose a Category (for example Superhero).

  6. (Optional) Enter the number of Coins if the category uses coins.

  7. Write a short Comment – this text will appear in the feed and on screens.

  8. Keep “Broadcast endorsement on screens and as a feed post” checked if you want it to show on TV screens and in the feed.

  9. Click Endorse to send.

What if this doesn’t work?

I can’t find the Endorsement option
Make sure you are clicking New in the left-hand menu, not inside a specific module. If you still don’t see Endorsement, your access may be restricted. Contact an Admin in your organization to confirm your permissions.

The user or team I want to endorse doesn’t appear in the list
Check that the user is active in SalesScreen and assigned to the correct team. Ask an Admin to review the user and team setup under Admin if someone is missing.

I can’t set coins or I don’t see the coins field
The category you selected might not be configured to use coins. Ask an Admin to review the endorsement category settings to ensure coins are enabled where needed.

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