SalesScreen

Create a new mobile widget to visualize important data in the mobile application.

A mobile widget lets you present key data directly in the SalesScreen mobile app.

How do I create a mobile widget?

This guide shows you how to enable embedding on a board, control access, and retrieve the embed link you’ll use in external systems.

Embed dashboard

Upload your personal profile picture to ensure that everyone recognizes you across your SalesScreen company account.
You can upload your profile picture at any time.

How can I upload my profile picture?

Web notifications in SalesScreen play a short “bop” sound. You can mute this sound without turning off notifications.

How can I mute web notifications?

Marius Ekerholt

Everything for day-to-day SalesScreen: logging activities, your dashboard, the mobile app, your player profile, and notifications.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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