Need a helping hand?
Troubleshooting
Frequently asked questions
- ★ Getting more data in your ARPEDIO heat map
- How to enable chatter feed for assessment comments
- How to update your ARPEDIO app?
- FAQ regarding the security of ARPEDIO apps
- How to provide access for ARPEDIO Support to your system
- I cannot see the ARPEDIO app or tabs?
Setting up Sales
Installing Sales
- How to add ARPEDIO Sales to the navigation bar in lightning experience
- How to install ARPEDIO Sales
- How to manage licenses
- How to add permission sets to user profiles
- How to add the ARPEDIO app to user profiles
- How to add ARPEDIO Sales to your detail screen
Designing templates
Building templates
- How to set up a default template
- How to set up a blank template
- How to set up the whitespace tool
- How to enable high-level assessment
- How to create questions and stage triggers
- How to create an action plan
Working with Sales
How to assess
Forecasting & Heat map
Planning
Setting up Matrix
Installing Matrix
- How to add ARPEDIO Matrix to the navigation bar in lightning experience
- How to install ARPEDIO Matrix
- How to manage licenses
- How to add permission sets to user profiles
- How to add the ARPEDIO app to user profiles
- How to add ARPEDIO Matrix to detail screen
Building templates
- How to create a new template
- How to add or edit stakeholder details
- How to add personal notes
- How to set up rules for the score
- What to remember before publishing
- About rules and the matrix score
Working with Matrix
Managing stakeholders
Forecasting & Heat map
New releases
Release notes ARPEDIO Matrix
- Matrix version 1.38 (November 29th, 2016)
- Matrix version 1.36 (Aug 29th, 2016)
- Matrix version 1.34 (June 7, 2016)
- Matrix version 1.31 (March 3, 2016)
- Matrix version 1.30 (February 24, 2016)
- Matrix version 1.28 (January 22, 2016)
Release notes ARPEDIO Sales
- Sales version 3.30 (Dec 8, 2016)
- Sales version 3.28 (June 22, 2016)
- Sales version 3.19 (May 17, 2016)
- Sales version 3.12 (April 6, 2016)
- Sales version 3.08 (March 15, 2016)
- Sales version 3.0 (February 23, 2016)