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Guides for setting up scoring, managing your team, connecting a CRM, and billing.

Getting started

What Salescheck.io does, and how to get your team up and running.

4 articles

Scoring & risk rules

Risk categories, rules, the Score tester, and the Audit log.

8 articles

Team & user management

Invites, roles, compliance access, and seats.

5 articles

Connecting your CRM

HubSpot, Pipedrive, and Salesforce setup and field mapping.

7 articles

3rd-party data sources

OpenCorporates, Sanctions.io, ComplyAdvantage, and TRM Labs.

7 articles

Billing & plans

Plans, trials, seats, lookup credits, and invoices.

6 articles

Troubleshooting & FAQ

Fixes for the most common issues teams run into.

7 articles