Salescheck.ioHelp CenterYour first 10 minutes
A quick checklist to get your team up and running.
This is the fastest path from a new account to a working compliance score in your CRM. Each step links to a fuller article if you need more detail.
The checklist
Add the admins and compliance staff who'll configure rules, and anyone else who needs to log into Salescheck.io directly. See Inviting a teammate.
Link HubSpot, Pipedrive, or Salesforce so scores can be written back to your lead, company, or deal records. See Connecting your CRM.
Decide on the tiers you want to score against - the defaults are Green, Yellow, and Red, but names and colors are yours to change. See Setting up risk categories.
Add country, MCC, and NAICS rules that map real-world values to your risk categories - for example, a rule that flags a specific country as Red. Start small; you can add more later. See Creating rules.
Before trusting the setup on real records, use the Score tester to plug in a country, MCC, or company name and confirm you get the verdict you expect. See Using the Score tester.
On Premium, you can connect OpenCorporates, Sanctions.io, ComplyAdvantage, or TRM Labs to add extra signals into every score alongside your own rules. See 3rd-party data sources overview.
Once your CRM is connected and at least one rule exists, every new lead, company, or deal is scored automatically - no further action needed from your reps.