Atrium FAQs
Atrium is a great tool for taking data-driven sales management to the next level. Below is a list of common questions we see in Support from other Atrium users that may help you. Of course, if you ever have additional questions that are not answered here or throughout our Help Center, don't hesitate to contact your account rep or Support!
- 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
- Atrium Account Setup
- How Currency Works in Atrium - Changing Currency Symbols and Converting Currency to Local Currencies
- 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?
- Why Is My Rep Missing all G Suite Data? And what is a "sub-org?"
- How Do I Add Additional Data Filters to Customize Data Metrics?
- How Do I Add a New Employee?
- Why Are Email Totals Not the Same as Salesforce?
- How Do I Edit a Dashboard? ✏
- 🏴How do I Change Groups In My Team?🏳
- 📊 Sales Team Metrics in Atrium and How to Use Them 📈
- How Atrium Differentiates Between Initial and Follow-Up Meetings