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.
Sign up and create your Company Portal.
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.
a. Connected modeb. Quick Entry
How to Certify
Show us your knowledge by sending us 2 brief videos. See how to do this here.
– 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.
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