Manage your Products
Series of guides for Company Administrator on how to manage products i.e. sub-categories of sales, offers, activities or meetings.
6 articles in this collection
Written by Remi Allegre
Written by Remi Allegre
Get Started
How can I create a new product?
Create a new product in order to start tracking a new type of sales activity.
Written by Remi Allegre
Updated over a week ago
Updated over a week ago
How can I assign teams to a product?
Decide which products each team can report on by assigning one or several teams to a product.
Written by Remi Allegre
Updated over a week ago
Updated over a week ago
How can I edit a product?
Edit product's settings to customize how data are reported into SalesScreen with a high level of flexibility.
Written by Remi Allegre
Updated over a week ago
Updated over a week ago
How Tos
How can I set a product's currency/unit?
Customize the currency or the unit for the value of reports on a specific product.
Written by Remi Allegre
Updated over a week ago
Updated over a week ago
How can I set a product's on-screen message?
Customize the on-screen message that will appear when a user adds a report on a specific product.
Written by Remi Allegre
Updated over a week ago
Updated over a week ago
How can I set a product's feed message?
Customize the message that will be posted to the company feed when a user adds a report on a specific product.
Written by Remi Allegre
Updated over a week ago
Updated over a week ago