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I'm seeing a No Connector error or my Data is not syncing
Occasionally our Data Connector will go offline or show an error - this is typically due to something happening on the server, interrupting the Connector program or its Service. If this happens, you'll see one of: Your data not Syncing (for Forecast ...
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 ...
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. Need further information? Send an email ...
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 ...
How do I update my Credit Card for an Application within Sales.Live
You can update your card in Plus.Live- just log in and go to the company profile page. That's on the Admin menu (top right, click on icon), then look to the left menu, and choose "Company Profile" If you need more help, pop us a ticket to ...