SalesScreen

Use Metrics to simplify visualization of KPIs.

What is a Metric?

If celebrations don’t appear on your TV screen, it is usually because of the activity type settings, the screen configuration, the user’s privacy settings, or the data coming from an…

Why are celebrations not showing on my TV screen?

Create your own budget to always have goals to reach after

How do I create my own target?

Access the SalesScreen community to submit a feature request, vote on features or simply see what we are working on.

How can I submit a feature request?

Enable two-factor authentication to add en extra layer of security to your account.

How do I enable two-factor authentication?

Reset your password in case you have forgotten your password and wish to recover access to your SalesScreen account.

How can I reset my password?

How do the different options in 'Privacy' work?

Marius Ekerholt

Øystein Heimark

Cailin Kless

Regularly curated series of the most frequent questions asked by sales reps using SalesScreen

FAQs by Sales Reps

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Track the progress of all tickets and conversations related to your company.

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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.

Connect your stack

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.