How-To in Atrium
Navigating & Manipulating Atrium
- Performance Check-Ins: What They Are & How To Use Them
- Copying a View To a New Team (Or Individual) - Using existing Goals or Dashboards as a "Template" and copying to a New Team, Individual, or Set of Teams
- Atrium EnableAI - Atrium's Sales Enablement Content Copilot
- Ramping in Atrium - Visualizations, Alerting, Goals, Duration, and More
- Goal History
- Org Chart Health: Automatic rep removal, rep addition, etc.
Sharing & Broadcasting Atrium
Atrium FAQs
- Pipeline Change Card Updates for Velocity Sales Motions
- Atrium Alert Types: Peer Alerts, Trend Alerts, Goal Alerts, Strategy Insights, and Summary Alerts
- Specifying, Building, and Deploying a Scaled Modern Enablement Program with Atrium
- How Often Does Atrium Update My Data? (Salesforce, Email, Calls, and Calendar)
- How does Atrium deal with Salesforce Parent/Child Accounts?
- Why am I not seeing Meetings on Calendar information for reps despite authorizing email and calendars?
Understanding Data Filters
Custom Data Filters
Dashboards
Admin Users
- How to Manage Your Organization's Atrium Licenses (Atrium User Management)
- How to change your sales stages in a way that works best with Atrium
- Role History: Creating "Continuity Managers" in Atrium
- How Atrium Uses Role History in Team Totals and Team Averages
- 🦊 Ideal Salesforce Opportunity Design & Best Practices: Attribution, State, and Types
- How to Integrate Microsoft Office 365 & Exchange Online with Atrium
Goals and Goal Alerts
- Automated Historical Goal Recommendations
- How Do I Set a New Goal?
- Default Goal Views
- Custom Goal Views
- How-to: Create a "Goal Dashboard"
- Goal View Subscriptions