Groups are a flexible way for you to manage users in SalesHood. Groups are similar to Segments and Teams, but what sets them apart is that a user can be a member of any number of groups. Because of this, you can use groups in ways that match your organizational […]
Switching Instances
If you belong to multiple instances of SalesHood, you can easily switch between accountsOn web Click your profile image in the bottom left corner of the navigation bar. Click on the instance you’d like to switch to (your current instance is shown at the top). On mobile 1. Tap “notifications” […]
How to Edit Your Profile Information
Profile Page Elements In order to edit your profile information in SalesHood, click on your photo icon at the bottom left corner of the homepage and click User Profile. Your profile now lists your title, role, manager, segment, e-mail and time zone: We’ve also added new information to the profile page, […]
Segment Overview
What is a Segment? Segments are groups in the SalesHood user management system that categorize the different sectors or departments within an organization. Scheduled programs can be assigned to an entire Segment for all members to participate. How to create/manage Segments Here are the steps to create/manage Segments: Click on the […]
SalesHood Analytics – Getting Started With the KPI Dashboard
Before learning how to customize your KPI Dashboard, we suggest that you have reviewed and are comfortable with creating customized reports. This is your starting guide to using the Standard Dashboards that are available out of the box in SalesHood and for creating new dashboards from scratch. The KPI Dashboard […]
How to access and use the Content Report page
The Content Report in the SalesHood web app is where Managers and Coaches can view and report on the metrics behind how different content is being consumed. This includes activities for Huddles, Pitches, and Learning Paths. With these reports, Managers and Coaches will be able to use the data to analyze their […]
Tagging Huddles for the SalesHood for Salesforce Content App
We improved our SalesHood for Salesforce Content App even further with the ability for coaches to tag huddles directly in the huddle or in the library. What does this mean? If you have huddles that are key to your organization’s sales process they will now surface just-in-time within the plugin. […]
Presentations Overview
SalesHood Presentations is a great new way to create, edit and share custom presentation decks right inside of SalesHood! This is an overview article of the feature. Please reach out to your SalesHood sales representative (or sales@saleshood.com) if you would like to schedule a demo of the feature. For a […]
Getting Started for New Users
We are excited to have you join the SalesHood Enablement community! Here are a few things that you will need to do to get started. Step 1: Account setup and login When an organization is set up with a SalesHood instance, their team’s administrator will first need to import the […]
Supported File Types and Sizes
1. Uploading: You can upload any file type except for the following list, and the file size limit is 5GB.*note: the larger a file is, the longer it will take to upload and process Forbidden file types application/x-httpd-phpapplication/pkix-certapplication/x-shockwave-flashapplication/x-silverlight-appapplication/x-msdownloadapplication/x-apple-diskimageapplication/php; application/x-phpmagnus-internal/shellcgitext/phptext/x-server-parsed-htmlmagnus-internal/parsed-htmlapplication/xmltext/html Forbidden file extensions .jsp, .xml, .html, .php, .php4, .php5, .pht, .phtml, .shtml, […]