SalesScreen

Use Supporters to let more people in your organization make use of SalesScreen's features.

What is a Supporter?

Key Metrics

Organization - Key metrics

Cohorts

Marius Ekerholt

Bjørn Molvig

Hanne Herseth

Series of guides for Company/User Administrators on how to administrate teams and users within your organization on SalesScreen.

Manage your Teams & Users

Send the login information to a user so he/she receives an email invitation to set its own password and can login into his account

How can I send the login information to a user?

Create a new team to always keep your SalesScreen account inline with your company's internal organization.

How do I create a new team?

Assign a user to a team to allow him/her to add reports into SalesScreen.

How can I assign a user to a team?

Get Started

Learn how to browse, edit, delete or add historical reports on behalf of your users.

How can I manage my users' reports?

Import reports from Excel to bulk add many reports at once, for example in order to add your historical data to SalesScreen

How can I import reports from Excel?

Make frequently used activities easier for users to log manually with Quick Add.

What is Quick Add?

Cailin Kless

Users' Reports

Celebrate your employees’ years of service directly in SalesScreen. When hire dates are set for users, work anniversaries can be automatically highlighted in feeds and on TV screens. Work anniversaries…

How can we celebrate Work Anniversaries?

Deactivate a user in SalesScreen to ensure they no longer have access to the platform. Deactivated users are moved to an inactive list and can be reactivated later if needed.

How can I deactivate a user?

Remove a user from a team so you can reassign him/her to a new team.

How can I remove a user from a team?

Reactivate a user in SalesScreen to restore access to their account.

How can I reactivate a user?

Decide which activities each team can manually report on by assigning one or several activities to a team.

How can I assign activities to a team?

Set a user's employment percentage in order for points to be awarded more fairly between full-time and part-time employees.

How can I set a user's employment percentage?

How-to: Setting Up Targets

Caroline Ingrud

Marie Conza

How-Tos

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iOS App

Android App

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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.

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