Once you have signed up for the Sales HQ portal, including for a free trial, ISC Software will make contact with details for a secure file transfer site where you can download the two components which will need to be installed:
- Dynamics GP client component which needs to be installed on any client which will be used to update the configuration of SalesHQ and assign access to customers and sales people.
- Connector Service on a server; this server does not need to be a new one. If an existing server is used it should ideally be a web server or integration server; never a SQL Server or Domain Controller.
With these components downloaded, it is time to implement SalesHQ.