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

Get Started

How can I create a new activity?

Create a new activity in order to start tracking it.

Written by Remi Allegre
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

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

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

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

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