Implementing SalesHQ Portal: Test SalesHQ Portal

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.

Once I have SalesHQ deployed and salespeople and/or customers with access, I run a quick test to make sure I can log into the portal.

Navigate to the web address you supplied during the implementation (I didn’t use a custom address so have a default one). When the login page loads, enter the email address and password of one of the salesperson accounts you created:

Sales HQ web portal logon screen

If your login is successful, you’ll be logged in and be able to navigate the portal and see the customer accounts to which the salesperson has access:

SalesHQ portal showing fabrikam data

With the SalesHQ portal successfully working, salespeople and customers can be provided with their credentials and start using it.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

What should we write about next?





Your Name (required) –
Your Email (required) –

Leave a Reply

Your email address will not be published.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