Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live.
This connection is via something we call a Data Connector.
This 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.
Once you've done that, you can move onto the next step
HERE
Need further information?