4. Set Up User Group(s) in Sales.Live
In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users.
This is done at the Portal Level.
To see how to set this up, CLICK HERE
and follow the steps.
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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 ...
1. Create Company Portal & User
If this is your first Application within the Plus.Live portal, we first need to set up a Company Portal and Admin User, within Sales.Live. This is all done in the Plus.Live Portal, or "engine room" (screen dump below) and to get there, follow these ...
5. Add & Invite Users to Sales.Live
Adding Users Once you've set up a User Group with the appropriate Applications that you want to invite users to, you're ready to add Users. You can do this under the User Menu Item from the Plus.Live Administration Menu. To get to this menu, click ...
Is there a way to limit what certain staff can do in Sales.Live?
Yes, in the Permission section, you have a wide range of options. More about Permissions here: https://support.plussoftsolutions.com/portal/en/kb/articles/user-roles-and-permissions-in-sales-live
Using the Action List
Article Summary Using the Action List you can add Notes, Tasks and Appointments in Forecast.Live and Sales.Live. This guide will show you how you can: Create Action List items, Relate them to Customers or Inventory And display them in Table or Kanban ...