Product

How to Import (add) Reps into the System using the Manager role
Add Multiple Sales Rep into SalesHood at once Step 1:  Navigate to your profile icon and select "Manage Users" ...
Fri, May 27, 2016 at 10:04 AM
How to add and delete huddle categories
Huddle categories can be edit through the huddle library.  Please follow these directions: Step 1:  Navigate to the Huddle Library Step 2: Selec...
Mon, Sep 21, 2015 at 8:13 PM
How to edit user roles (Individual, Manager, Productivity Coach)
Step 1: Navigate to your user menu icon and select "Manage Users". Step 2:  Select the User by using the c...
Fri, May 27, 2016 at 11:02 AM
How to change an individual's team (manager)
Step 1: Navigate to your user profile menu and select "Manage Users". Step 2:  Select the User by using th...
Fri, May 27, 2016 at 9:57 AM
How to create a Manager account
Add or import a Manager into SalesHood. Step 1:  Navigate to your profile icon and select "Manager my Team" Step 2:  Select ...
Wed, Sep 30, 2015 at 12:48 PM
How to add Teams, Segments to Huddle, Certification, and Learning Path
Manager's team and Group segments can now be added as participants into Huddles, Certifications and Learning Path. Note 1: Adding a manager's ...
Mon, Oct 26, 2015 at 1:50 PM
How to set Learning Path Reminder (notification) Email for Participants
Please follow these steps to set reminder (notification) emails to be sent to Participants of a Learning Path.  Emails containing the participant's prog...
Mon, Oct 26, 2015 at 2:05 PM
How are the USER roles defined?
Action Individual Manager  Productivity Coach Executive   Account Invitation*  N  Y; Rep  Y; Rep & Manager  Y; Rep & Manage...
Wed, Nov 25, 2015 at 12:54 AM
How to create a test
To create a test, first create a huddle: Step 1:  Click the Menu bars to the left of your profile picture. Step 2:  Click on "...
Wed, Jun 15, 2016 at 5:47 PM
How to Designate / Edit Certification Reviewers
Ability to edit the Reviewer of a Certification is limited to the host of the certification, Productivity Coach & Executive roles. Use Case: ...
Mon, Dec 14, 2015 at 1:07 PM