Will my Special Pricing or Volume Discount / Promotional Pricing sync to Sales.Live?

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• 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 ...

• 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 ...

• Will Custom Field information sync to Sales.Live?

  Sure! If you have created Custom Fields in Sales.Live or in your Business System you will see these field values in the Details screen for Inventory Items or Customers Need further information? Submit a ticket by sending an email ...

• 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 ...

• Will my Sales or Customer Templates sync to Sales.Live?

  Yes, we kid you not! Your Customer Templates are synched to Sales.Live and you can view them in the Customer Details screen. See also Quick Entry for how you can use your Customer Templates.  Need further information? Submit a ticket by sending an ...