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Top 10 Most Visited Help Pages
Activities Log Overview
Want to know how to monitor the progress of your team? The Activity Log contains the solution. Track board changes all in one spot to stay informed at all times!
Subitems and automations
The feature allows boards to communicate by enabling activity in one board to activate an activity in another board that is entirely distinct. Several of these procedures will also connect related objects between boards.
SalesTitan CRM Leads:
To get started with SalesTitan CRM Leads, go to top bar in the Sales OS and click on Leads. This will redirect you to the leads board.
How to change your password
To modify your password, click on your account’s profile picture at the bottom left of your screen. Then, select “My profile” from the options displayed.
AtmosAI.io display themes (Light & Dark)
When using the SalesTitan platform, we want you to be in control of how the platform display looks according to your own preferences! For this reason, we have three different platforms display themes for you to choose from Light and Dark Mode.
How to set a session duration on your account
At SalesTitan.io, we prioritize security and strive to ensure that our users have full control over their account’s security settings. To achieve this, we provide the ability to set a session duration, allowing account members to specify an automatic log-out at specific intervals.
Bell Notifications
A pop-up window will emerge upon clicking the bell icon, presenting your notifications. You can browse them and indicate them as “read” from the same window without leaving the current page you are working on in the background.
Notifications Explained New Layout
The Inbox is a place where you will find all the updates from boards you subscribe to. Irrespective that you are being specifically mentioned in that update or assigned to a particular item or task.
User types explained
This article covers the difference between each type of user in your salestitan.io account. Keep reading to learn more.
How to create Alert reminders
This article will show you how to create alert reminders that will pop up on your screen to keep you informed of approaching deadlines. Following the methods outlined in this article, you can stay on track and avoid missing important deadlines.
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Community
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Contact Customer Experience
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