SalesScreen

You use SalesScreen on a tablet by åpning app.salesscreen.com i nettleseren og installere den som en web-app på hjemskjermen.

How can I use SalesScreen on my tablet?

In SalesScreen Report Section, it is possible to group together rows based on the value of one of the column.

Group rows in the Reports Section

Marius Ekerholt

Various small tips & tricks to allow you to become a true SalesScreen power user.

Tips & Tricks

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Create your workspace and invite the people you work with.

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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.

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.

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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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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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