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Sales.Live Getting Started Training

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

If you’ve already set up a Partner Portal, then ignore steps 1-3.

Getting Started Steps

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

1. Register and Create Partner Portal

Sign up and create your Company Portal.

Now add your First User on the Plus.Live platform.

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 Cloud Data Connector too, if you’re not connecting to a Desktop based Business System.

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

4. Run through Partner Training Material

Add Sales.Live to your Partner Page, and review the following Help Articles.

a. Connected mode
b. Quick Entry

Silver Certification

How to Certify

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

General Usability

  1. Successfully run a Sales Order;
  2. Process an Invoice through your test database.

General Awareness

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

     – Adding and Inviting Users to the Sales.Live Portal

     – Moving from a Trial to a paid Plan

Any challenges? Shoot us an email at Support@Plus.Live or use the Chat option.

There is no need to record or send us anything for Silver Sales.Live Certification!

Congratulations! Now progress to Gold Certification.

Link Accounting and Payroll to useful Cloud Tools