Atrium University Quick Start Guide - Start Here!

Admin Toolkit

• 🛠Atrium Admin Toolkit

Prologue: What is Atrium's AI Sales Management Solution?

• Atrium, Single Sign On (SSO), and Identity Governance & Administration - Okta, Ping, Microsoft Entra
• Metrics Inspection & Diagnosis
• Atrium Integrations 101

Chapter 0: What is Atrium?

• Welcome Module: New License Holders & Navigation
• Standardized Manager Playbooks
• FAQ Standardized Manager Playbooks: SDR Metrics & Reasoning
• FAQ Standardized Manager Playbooks: AE Metrics & Reasoning

Chapter 1: How to Navigate Rep Profile Pages

• Atrium U Quick Start Guide: Rep Profile Pages

Chapter 2: How to Customize a Metrics Card

• Atrium U Quick Start Guide: How to Customize a Metric Card

Chapter 3: How To Build a Dashboard

• How to Create, Edit, and Broadcast Dashboards

Chapter 4: How to Set Goals on Metrics

• Set and Edit Goals in Atrium

Chapter 5: How to Create an Alert Feed

• 🦊 How to be Amazing at Atrium Alert Feeds 🚨📈

Chapter 6: How to Broadcast Atrium Views to Reps

• How to Send Atrium Notifications Through Slack
• How to Use the Subscription Center

Chapter 7: How to Use Custom Tasks and Events

• Atrium U Quick Start Guide: Custom Tasks and Events

Chapter 8: How to Coach Using Data

• How to Use Atrium in Daily, Weekly, Monthly Meetings and More!

Chapter 9: What is Sales Coach and How to Use It

• Atrium U Quick Start Guide: Sales Coach

Chapter 10: How to use Custom Filters in Atrium

• Atrium U: Custom Data Filters in Atrium

Chapter 11: Opportunity Health

• Atrium U Quick Start Guide: Opportunity Health