SalesScreen

Remi Allegre

Series of guides for Company Administrator on how to manage products i.e. sub-categories of sales, offers, activities or meetings.

Create a new activity in order to start tracking it.

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

Edit product's settings to customize how data are reported into SalesScreen with a high level of flexibility.

Customize the currency or the unit for the value of reports on a specific product.

Customize the on-screen message that will appear when a user adds a report on a specific product.

Customize the message that will be posted to the company feed when a user adds a report on a specific product.

Find answers and get help from Intercom Support and Community Experts

{assigneeName} needs more information from you