Role
Admins only (only Admins can create and edit Feeds)
Plan
Essentials, Scale, Pro and Enterprise
Prerequisites
Feed is enabled for your company
You know which teams / data this new Feed should focus on
Step‑by‑step instructions
Step 1 – Open the main Feed
In SalesScreen, go to the Feed page.
Step 2 – Create a new Feed
In the top‑right corner, click More actions (three dots).
Click Create new to open the New Feed page.
Step 3 – Name and describe the Feed
Enter a Title that clearly says who this Feed is for
Examples: London
Add a short Description so users know what to expect.
Step 4 – Configure sources and filters
Choose which teams the Feed should show content for.
Configure Sources (Achievements, Endorsements, Birthdays, New employees, Work anniversaries, etc.).
Add any metric‑based sources and thresholds you want (for example, deals over a certain value).
The goal is that only relevant posts appear for this audience.
Step 5 – Save and share
Click Save to create the new Feed.
Share the Feed link with the relevant teams or decide where it should be linked from internally (dashboard, bookmarks, intranet, etc.).
Duplicate an already existing feed
Step 1 – Open the main Feed
In SalesScreen, go to the Feed page.
Step 2 – Go to Manage feeds
In the top‑right corner, click More actions (three dots) and choose Manage feeds.
Step 3 – Duplicate an existing Feed
In the list, find a Feed that already has a setup close to what you want.
Click the three dots next to it and choose Duplicate.
Step 4 – Edit the duplicated Feed
Open the duplicated Feed in Edit mode and:
Give it a new name
Choose the correct team(s) for this Feed.
If needed, add or adjust metrics and sources so only relevant posts appear for this audience.
Click Save when you’re done.
What if this doesn’t work?
I don’t see the “Create new” option in the Feed
Check that you are logged in as an Admin. Only Admins can create and manage multiple Feeds.
If it’s still missing, contact your internal owner or SalesScreen support to confirm your access level.
The new Feed doesn’t show the right data
Open the Feed’s Edit / Settings.
Review team selection, default sources, and any metric filters.
Adjust them, click Save, then refresh the Feed.
Users can’t find the new Feed
Share the direct URL to the Feed.
Make sure the Feed’s team filters actually include their team; otherwise the Feed will look empty when they open it.


