Salescheck.ioHelp CenterWhere scores show up for reps
What a rep sees on a CRM record.
Salescheck.io is built so that day-to-day reps never have to open it. Once your CRM is connected, the compliance score and a short reason are written directly onto the lead, company, or deal record inside your CRM - right next to the rest of the record's fields.
What actually appears on the record
Two fields are added to the relevant object(s) in your CRM:
- Compliance Score - the tier: Green, Yellow, Red, or Unknown.
- Compliance Reason - a short explanation of what drove that tier (for example, the specific country or industry rule that matched).
Which object gets these fields depends on your CRM:
| CRM | Where the score appears |
|---|---|
| HubSpot | Company and Deal records |
| Pipedrive | Deal and Organization records |
| Salesforce | Account and Opportunity records |
New fields aren't automatically shown on a record's main layout in any CRM - that's standard behavior for any new field, not something specific to Salescheck.io. See the setup guide for your CRM for the one-time steps to add them to the record view your reps look at.
It updates on its own
Reps don't need to refresh or re-run anything. As records sync from your CRM - on creation, and on relevant updates, typically within a few minutes depending on the CRM - Salescheck.io recalculates and writes the score back automatically. The exact timing (real-time push vs. periodic polling) depends on what your specific CRM integration supports; see that CRM's setup guide for specifics.
Understanding what a score means
A rep seeing Green shouldn't read it as "confirmed safe" - it means no rule or signal flagged anything. Red means at least one rule or 3rd-party signal flagged high risk. Unknown means there wasn't enough data (no country or industry) to evaluate a rule at all. For the full logic behind how a tier is calculated, see How scoring works.