Required User Privileges: Company Admin
This guide will show how to customize the on-screen message for a specific product.
Note that it is also possible to set a default feed message for an entire product type like Sale, Offer, Activity or Meeting.
The first step is to click on Manage at the bottom left corner of SalesScreen.
A menu will pop up, where you can proceed to click on Settings under the Misc headline:
Once in the Company Settings page, click on Feed Messages:
Once in the Feed Messages management page, locate the type of report for which you'd like to customize the on-screen message and click on the corresponding Plus Icon:
In the Feed Message creation page, you can click on top to select the product for which you'd like to customize the Feed message. In the text area, type the text of your choice. Above the text area you'll find a dropdown in the left side which lets you insert Variables. Variables will are placeholders which will be dynamically replaced with the correct data when showing for a specific report.
When you are done, click the Save button:
From now on, your custom feed message will be displayed whenever a report on this product is published on the company feed: