Skalin user guide


Skalin user guide

Welcome to the Skalin platform user guide. This guide contains all the documentation you need to make the most of the platform's features.

# Getting started with Skalin

Getting Started Guide for the Skalin platform, you'll find everything you need to get started with us. It explains how to connect or add new users.

# Integrations and imports

This area is dedicated to feeding your data and platform integrations. Here you can configure your partner applications.

Although our platform is designed to be as simple as possible, this navigation guide may be useful to help you find your way around.

# Healthscore

Definition and configuration of Healthscores. This section explains how our health score works and how to optimize it.

# Tasks and projects

Manage your Tasks and projects with our productivity platform. We explain how to organize your recurring and non-recurring tasks with your customers.

# Alerts

Manage your Alerts to improve our proactivity.

# Playbooks

Manage your Playbooks and react automatically to any event linked to your customers.

# My Actions

Your daily actions just a click away with My Actions.

# Rapports

This Reports section contains all the platform's reports. Visualize and exploit your potential with our platform.

# FAQ

Got a question? Go to our FAQ.

# Communauté et support

Contact our support team or submit upgrade requests via the Community and support section.

Contributors: Julien