Why This Matters
The Sales Engine user setting gives you visibility into how your sales tools are performing within each project. Enable it to get better insights into your pipeline.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Step 1:Click on the“Hi, username” option in the top right corner.
Step 2
Step 2:Select“Settings”Step 3:Scroll down to find“Sales Engine Users”Step 4:Click on the“Edit “button in the far right cornerStep 5:Turn on the permission to“Enable Sales Engine” and click“Yes.
Step 3
”Step 6:Click“Update”Step 7:Return to the main menu, navigate to“Manage Projects” and select “Projects.
Step 4
”Step 8:Choose your projectStep 9:You can find the“Sales Engine User” section on the right.
Step 5
”Step 10:Select your“Sales Engine User” from the drop down.
Step 6
Step 11:Click“Update.
Step 7
”Note: You can also assign multiple projects to a sales engine user using the bulk selection tool from the project list.
Step 8
Related ArticlesHow to Enable and Manage Dynamic Columns for Projects?How to Set up Stakt Integration SettingsHow to Assign Sales Engine Users to CustomersHow to create and use project tags in Kanban View?How to Enable Editing for On-Hold and Cancelled Projects.
Step 9
Step 9 screenshot
Step 10
Step 10 screenshot
Step 11
Step 11 screenshot
Step 12
Step 12 screenshot
Pro Tips
💡 Stay on top of things: Check your project dashboard at the start of each day to see what needs attention.
📋 Document everything: Add notes and photos as you go — future you will thank present you.
🔄 Automate when possible: Pair this feature with automations to save even more time.
Troubleshooting
Problem | Solution |
I don't see this option | Make sure you have Admin access. Some features require specific permissions. |
Changes aren't saving | Try refreshing your browser and make sure you clicked Save before navigating away. |
Something looks different from the screenshots | SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different. |
Last updated: 2026-05-15 · Source: How To Enable The Sales Engine User Setting And View Them In A Project