Role
All roles (End user, Manager, Admin)
Plan
Essentials, Scale, Pro and Enterprise (Unlimited Endorsements included)
Prerequisites
Endorsements are enabled for your company
The user or team you want to endorse exists and is active in SalesScreen
Step‑by‑step instructions
Open the endorsement form
In the left‑hand menu in SalesScreen, click New.
From the menu, select Endorsement.
Choose whether to endorse a user or a team
In the Endorse a colleague window, choose Level:
User to endorse one person, or
Team to endorse an entire team.
Select the recipient
Use the dropdown to select the user or team you want to endorse.
Choose a category
In Category, pick the endorsement type (for example Superhero).
Categories are predefined by your admins.
(Optional) Add coins
If the chosen category uses coins, enter the number of coins you want to give.
If you don’t see a coins field, that category may not use coins.
Write a comment
Add a short Comment describing what the person or team did.
This text will appear in the feed and on screens, so keep it clear and positive.
Choose whether to broadcast
Leave “Broadcast endorsement on screens and as a feed post” checked if you want it to show on TV screens and in the feed.
Uncheck it if this endorsement should stay more low‑key.
Send the endorsement
Click Endorse to send.
The recipient will appear in the feed, and on screens if broadcasting is enabled.
What if this doesn’t work?
I can’t find the Endorsement option
Make sure you click New in the left‑hand menu, not inside another module.
If Endorsement still doesn’t appear, your access may be restricted. Contact an Admin in your organization to confirm your permissions.
The user or team I want to endorse doesn’t appear in the list
Check that the user is active in SalesScreen and assigned to the correct team.
Ask an Admin to review the user and team setup under Admin if someone is missing.
I can’t set coins or I don’t see the coins field
The category you selected might not be configured to use coins.
Ask an Admin to review the endorsement category settings to ensure coins are enabled where needed.