SalesScreen

Marius Ekerholt

Series of guides for Company Administrators on how to administrate your Achievements in SalesScreen

Manage your Achievements

Create achievements to reward your users when they hit important milestones. You can base them on goals, high scores, or top‑performer status and fully customize how they look and celebrate.

How can I create a new Achievement?

Get Started

Manually assign an Achievement in order to rectify a situation where someone should have been awarded a badge but did not.

How can I manually assign an Achievement?

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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.

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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.

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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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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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