SalesScreen

Simon Hordvik

Series of guides for Company Administrator on how to create and run fun and engaging competitions between teams or individuals within your organization.

Manage your Competitions

You first create a metric that uses the Average formula, then use that metric in a Standard competition so users or teams compete on their average performance.

How do I create an average‑based competition in SalesScreen?

Create a Competition

You delete a competition from the Competitions page by opening the three‑dots menu on the competition and choosing Delete, which permanently removes it from Active, Draft, and Completed lists.

How do I delete a competition in SalesScreen?

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Create your workspace and invite the people you work with.

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

Ship something

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

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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.

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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.

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

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

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

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