Andrez C.
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Articles
Recent activity by Andrez C.-
Connecting Pathlight to Aircall
For Pathlight to integrate with Aircall, we adopt the basic authentication method to access the Aircall Public API. Method: Basic Authentication Navigate to your Company's Aircall Settings page. I...
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Connecting Pathlight to Salesforce
Pathlight integrates with Salesforce via a read-only API integration. Outside of the schema, Pathlight does not store any Salesforce data. Creating a Headless User (Optional) Some organizations opt...
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Setting up Slack integration
With our Slack App, Pathlight will send you real-time insights about your or your team’s performance and alert you of new messages, so you’re always in the know. It's the management assistant you'...
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Adding a new team/group to your organization
As your business grows, you will accumulate new team members and may need to create new teams/groups to further assist your customers. Within Pathlight, you are able to easily create new teams/grou...
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Creating and tracking Mini Goals
A Mini goal is a short-term goal to drive focus on closing a gap or striving for a stretch target for a metric. Both frontline members and team leaders can create Mini goals by defining a target an...
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Tips for sending coaching or recognition to your team
Use Pathlight to coach your direct reports to get them back on track or congratulate them on a job well done with an Applause message. Pathlight gives you various options for rich communication wit...
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Pathlight Mobile App Download Links
The Pathlight mobile app gives you the core Pathlight experience on your phone - always know exactly how you’re performing and quickly communicate from wherever you are. Download iOS app from...
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How to set a vacation hold
Managers can set vacation holds for their team members so their absence doesn't impact the team's performance. When a team member goes on vacation, you can use Vacation Hold on the individual'...
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Mobile App Login Troubleshooting
The Pathlight mobile app gives you the core Pathlight experience on your phone - always know exactly how you’re performing and quickly communicate from wherever you are. Mobile App: Login Troublesh...
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Integrations, Templates, and Alerts
Setting your Pathlight account up to allow you to be much more productive and efficient is a breeze. This guide will walk you through integrations, template creation, and managing alerts in Pathlig...