SalesScreen

Upload your personal profile picture to ensure that everyone recognizes you across your SalesScreen company account.
You can upload your profile picture at any time.

How can I upload my profile picture?

Web notifications in SalesScreen play a short “bop” sound. You can mute this sound without turning off notifications.

How can I mute web notifications?

You manage push notifications from Profile → Notifications on web or mobile, where you can enable/disable all pushes, set business hours, and choose exactly which events should trigger notifications.

How do I manage push notifications in SalesScreen?

You reset your password from the login page by requesting a reset link to your email and then choosing a new password.

How can I reset my password?

Download the SalesScreen mobile app on iPhone, iPad, or Android, sign in with your existing account, and set up notifications.

How do I get the SalesScreen mobile app?

Learn how to update your personal information, notifications, security, privacy, and celebration preferences

How do I manage my profile settings?

Send login information to a user so they receive an email invitation to set their password and access their SalesScreen account.

How can I send the login information to a user?

You can use SalesScreen on a tablet by opening app.salesscreen.com in your browser and adding it to your home screen as a web app.

How can I use SalesScreen on my tablet?

Marius Ekerholt

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For everything related to the user’s personal experience, login, mobile/tablet use, and notifications.

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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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Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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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