2. Connect Business System to Sales.Live
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?
Related Articles
Moving from Trial Sales to Business Plan
Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...
2. Connect Business System to Snapshot.Live
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 ...
Moving from Trial Snapshot to Business Plan
Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...
Moving from Trial to Business Plan
Article Introduction This article explains how to move from a Trial (or Free) to a paid Business Plan for any of the Plus.Live Products. Changing Plans You can move from Trial to Business Plan under the User Menu Item from the Plus.Live ...
2. Connect Business System to Forecast.Live
Once you've created a company portal within Plus.Live, step 2 is to connect your Business System. This will allow you to sync your information within your Business System (like overdue accounts) to Forecast.Live. If you want to know more about Data ...