Introduction
Starting points in SalesHub™ are managed at the experience level with specific user permissions. Understanding who can modify starting points helps ensure smooth team collaboration and content control.
Who Can Set Starting Points
Two user roles have permission to configure starting points:
Coaches:
- Can set and update starting points for any experience
- Changes apply to all viewers and recipients
Property Admins:
- Can set and update starting points for experiences in their properties
- Changes override previous starting point settings
How Starting Points Work
Experience-Level Management
Starting points are saved at the experience level, meaning:
- One starting point per experience applies to all users
- Changes update universally for all viewers and shared links
- No individual customization - all recipients see the same starting point
Permission Hierarchy
When multiple users make changes:
- Most recent change takes precedence regardless of user role
- Coach or Property Admin changes override previous settings
- All shared links update automatically when starting point changes
Step-by-Step Management
For Coaches
- Navigate to any experience in your portfolio
- Select your preferred starting point asset
- Click Set Starting Point
- Changes apply immediately to all experience shares
For Property Admins
- Access experiences within your assigned properties
- Choose the optimal starting point for your property's narrative
- Click Set Starting Point
- Your selection overrides any previous starting point settings
Important Considerations
Team Coordination
- Communicate changes with team members who share the same experience
- Coordinate starting point strategy to avoid conflicting updates
- Consider the sales narrative when selecting starting points
Impact of Changes
- All existing shared links will open at the new starting point when refreshed
- Recipients won't see any indication that the starting point changed
- No notification is sent when starting points are updated
Best Practices
Before Making Changes
- Review current starting point to understand existing strategy
- Consider timing of your changes relative to active sales campaigns
- Coordinate with team members sharing the same experience
Strategic Selection
- Choose impactful assets that align with your property's key selling points
- Consider your audience when selecting starting points
- Test the experience flow after making changes
Troubleshooting Common Issues
Starting Point Not Updating
- Refresh shared links to see changes take effect
- Verify your user permissions (Coach or Property Admin role required)
- Check that you're editing the correct experience
Unexpected Starting Point Changes
- Confirm with team members who may have updated the setting
- Review recent activity if available in your user logs
- Set your preferred starting point to override previous changes
Next Steps
Coordinate with your team to establish starting point strategies for shared experiences. Remember that changes apply universally, so communication ensures everyone stays aligned on the intended prospect experience.
Need additional help? Submit a support ticket through our Support Request Form and our team will assist you promptly.