Implementing SalesHQ Portal: Configure SalesHQ

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

After a company has been registered with SalesHQ and you logout and back in, the menu will update with the menu items for the SalesHQ configuration windows:

Administration menu showing CustomerHQ

Open the CustomerHQ Setup window (Administration area page » Setup » Company » CustomerHQ Company Setup).

There is a number of settings required in, or from sub-windows of, this window.

Key elements which need to be set in the Company Setup section are:

Leave a Reply

Your email address will not be published. Required fields are marked *