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

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

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.

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.

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

How to Certify

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

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

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

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.