How-To in Atrium
Navigating and Manipulating Atrium
- How to Use: "People" Filter on Alert Feeds and Goal Views
- 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
- How to Save a Metrics Card You've Configured
- How To in Atrium: Share a Saved View
Atrium FAQs
- Atrium Account Setup
- How Currency Works in Atrium
- Atrium Actions & Objects: Touches, Emails, Calls, Meetings, "Accounts" (Companies), "Contacts" (People), Leads, Opportunities and more!
- How Do I Change our Salesforce Integration User?
- How Do I Change an Employee's Email Address?
- How do I Understand and Update Salesforce Field Mappings in Atrium?
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 GSuite Google Apps Permissions for Atrium
- Using Atrium as an Administrator: Managing your Org Chart