How-To in Atrium
Navigating & Manipulating Atrium
- Customizing which cards show up (and which cards are eligible for alerts) in your organization's Atrium instance
- How to use Custom Groups in Atrium
- How to Use: "People" Filter on Alert Feeds, Goal Views and Goal Center
- Visual Representation of Negative Values in Bookings and Pipeline
- How to Stop Atrium from Firing Alerts & Anomalies for Reps "On Leave"
- Tracking “Close Date” for Open, Closed Won, and Closed Lost Opps
Sharing & Broadcasting Atrium
Atrium FAQs
- 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?
- How Does Atrium Calculate My Win Rate?
- Atrium Customer Success Adoption & Usage Leaderboard Reports & Broadcasts
- How Email Data Ends up in Atrium
- How Atrium decides what individuals are included in a data point or not
Understanding Data Filters
Custom Data Filters
Dashboards
Admin Users
- Role History: Creating "Continuity Managers" in Atrium
- How Atrium Uses Role History in Team Totals and Team Averages
- 🦊 Ideal Salesforce Opportunity Design: Attribution, State, and Types
- How to Integrate Microsoft Office 365 with Atrium
- How To: Set up Google Workspace App Permissions for Atrium
- Using Atrium as an Administrator: Managing your Org Chart
Goals and Goal Alerts
- How Do I Set a New Goal?
- Default Goal Views
- Custom Goal Views
- How-to: Create a "Goal Dashboard"
- Goal View Subscriptions
- Atrium's Goal Center - goal management made easy!