Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Snapshot.Live
This connection if via something we call a Data Connector - it allows the sharing of information between your Business System and Sales.Live. Nifty, hey?
- If you want to know more about Data Connectors, CLICK HERE
- if you want to Set up a Data Connector immediately, CLICK HERE and follow the steps outlined.
- If you've done that, you can move onto the next step HERE
But that's not ALL!
NOTE: There are some great Getting Started videos to help you see what is possible with Snapshot.Live. To see these, click here
Need further information?