SalesScreen

Keeping tabs on your teams progress has never been easier, read below to learn how to set up a Scorecard.

How do I set up a Scorecard?

Celebrate the years of service for all employees.

Change a user's password to assist an employee who is having trouble logging in his SalesScreen account.

Deactivate a user from SalesScreen in order to insure that he/she no longer gets access to SalesScreen.

Remove a user from a team so you can reassign him/her to a new team.

Edit a user's personal information to ensure that its profile is always updated.

Reactivate a user in order to give him/her access back to its SalesScreen account.

Modify a user's team access if you wish to restrict one's administration granting to one or several teams only.

Modify a user's access level to ensure that one gets the proper level of permission on SalesScreen while keeping a high level of security.

Set a user as spectating to let him/her (for example, a CEO, a leader, …) follow your company's activity in SalesScreen but not add reports.

Decide which products each team can report on by assigning one or several products to a team.

Set a user's employment percentage in order for points to be awarded more fairly between full-time and part-time employees.

Configure SalesScreen to sync users from your Azure Active Directory tenant, and allow your employees to use Single Sign-On via Microsoft.

Find answers and get help from Intercom Support and Community Experts

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