How to Create Announcements in Salespath

The Salespath Announcements feature allows tenant admins to quickly and easily spread important information with their teams directly via the Salespath dashboard.

This is visible for tenant admins in the main menu under Announcements. This feature enables site managers to make announcements to salespeople, and for Rinsed employees to make announcements to tenants with regard to Salespath updates.

Creating announcements

1. From the main menu, select Announcements.
2. Click the Manage Announcements button and select New announcement.
3. Select a Style (this impacts the color of the banner as well as the icon)
4. Select a Close Event (what the user needs to do to close the announcement - either click or view)
5. Add Content (title and body of announcement)
6. Set a launch date and end date (when you want the announcement to appear/disappear)
7. Choose which roles will view the announcement (Salesperson, Site Manager, Tenant Admin, or a combination)
8. Click Save 

Viewing announcements on the Salespath Dashboard

Here is an example of what the end user sees on their dashboard when there is an announcement.

If there are multiple announcements, you can click to expand the unread announcements banner to view all:

Questions about using Announcements? Contact support@rinsed.co!