SalesScreen

You create a widget from Dashboard → New widget, then choose what data to show, pick a layout, set filters, and save it to the current board.

How do I create a new widget on a dashboard in SalesScreen?

You import reports from Excel on the Data → All Data page by choosing the activity type and period, uploading your file, mapping its columns to SalesScreen fields, and starting…

How can I import reports from Excel into SalesScreen?

You edit a board by opening Dashboard, selecting the board, clicking the three‑dots menu next to its name, choosing Edit, and then updating general, access, and filter settings.

How do I edit a board?

Short summary for core functionality in Quality Control

Quality Control FAQ

Understand how licenses work in SalesScreen: how many you have, who can manage them, and what happens when you run out. Learn what a license is, who your Account Owners…

What is Subscription & License Management in SalesScreen?

An Activity Type is a category for the reports you log in SalesScreen (for example Sales, Meetings, Calls). Every activity you report belongs to exactly one Activity Type.

What is an Activity Type?

Marius Ekerholt

Kristoffer Øseth

Lars Smørås Høysæter

Initial account setup, connecting your data source, inviting users, and an admin configuration checklist.

For admins — setting up your account

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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.

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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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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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