It's Time to Transform Your Cash Flow Forecasting

Forecast Live Getting Started Training

There are two parts to Getting Started: The Training itself and Silver Certification.

Getting Started Steps

Sales.Live and Snapshot.Live Silver Certification step 1 - Register and create partner portal

1. Register and Create Partner Portal

Register and create your Partner Portal.

Now add your First User on the Plus.Live platform. You can add other Partner Consultants too, when ready.

Sales.Live Silver Certification step 2 - Order perpetual license

2. Order Perpetual Licence

Order your Partner Perpetual Licence. 

Send an email titled “Partner Licence” to Support@Plus.Live. Include the email you registered with and your Partner Company name.

Sales.Live Silver Certification step 3 - Install data connector

3. Install Data Connector

Download, install and connect the Data Connector.

You can also use the Plus Software Cloud Data Connector too, if you’re not connecting to a Desktop Business System.

Sales.Live ans Snapshot.Live Silver Certification step 4 - Review and learn

4. Run through Partner Training Material

  1. Forecast Getting Started Videos;
  2. Help Articles (including FAQ’s).

Silver Certification

How to Certify

Show us your knowledge by sending us 2 brief videos. See how to do this here.

In Debtors and Creditors

  1.  Show how to view all Customers on Hold
  2. Show how to check which Customers have been sent reminders

Sending Invoices

  1. Prepare to Send All overdue Invoices to customers and send a TEST EMAIL
  2. Prepare to Send Select Reminders for at least one invoice and send a TEST EMAIL

Actions and Reports

  1. Show how to add an Action from the Actions and Reports Menu BUT ALSO, from a customer record (under Debtors and Creditors)

General Awareness

1. Show the FAQ’s, and in particular show that you have read these:

     – Adding and Inviting Users to the Forecast Live Portal

     – Moving from a Trial to a paid Plan

2. Review the Pricing page on the Plus.Live website.

3. Please book a 5 minute session with one of the team to run through Best Practise Onboarding for Forecast. Book a time that suits you here.

See our How to Certify page for more information. 

In most cases you will receive “Pass” or further guidance within 24 hours.

At the end of Silver certification, you will have an understanding of the Plus.Live platform as well as an intermediate understanding of Forecast Live.

Link Accounting and Payroll to useful Cloud Tools

Start your 30-Day UNCONDITIONAL TRIAL Today!