Tag: GP Elementz Portals

Earlier today I published a Free Trial post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – SalesHQ – Free Trial video:

There is a 28 day free trial available for SalesHQ which allows you to try it with no cost and no obligation to buy and connected to a system of your choice. The 28 day free trial can be quickly installed and connected to the system of you choice; if you have a standalone test system, it can be connected to this for you to do do testing of all scenarios and then when you purchase it will be connected with your live system.

Alternatively, you might choose to connect it to your live system straight away so you can give key members of your sales team or key customers access to SalesHQ against live data so they can operate using their normal daily processes.

If you’d like to speak to someone about SalesHQ or to organise a free trial, please use the contact form below or give ISC a call on either +44 (0)1480 802280 or +353 (0)1 514 3686:

Earlier today I published a create invoice post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – SalesHQ – Create Invoice video:

SalesHQ allows salespeople to raise invoices for customers, when the salesperson has the relevant option marked on their user account. To raise an invoice, click See More on the Invoice Entry tab:

Continue reading “Features of SalesHQ from ISC Software: Create invoice”

Earlier today I published a create order post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – SalesHQ – Create Order video:

SalesHQ allows customers to raise an order and for salespeople to raise quotes for prospects and customers, when the customer or salesperson has the relevant option marked on their user account. To raise an order, click See More on the Order Entry tab:

Continue reading “Features of SalesHQ from ISC Software: Create order”

Earlier today I published a create quote post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – SalesHQ – Create Quote video:

SalesHQ allows salespeople to raise quotes for prospects and customers, when the salesperson has the relevant option marked on their user account. To raise a quote, click See More on the Quote Entry tab:

Continue reading “Features of SalesHQ from ISC Software: Create quote”

Earlier today I published a Add Prospect post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – SalesHQ – Add Prospect video:

SalesHQ allows salespeople, when the Add Prospects checkbox on their user account is marked, to add prospects to Microsoft Dynamics GP. To add a prospect, click the See More button on the Add Prospect tile:

Continue reading “Features of SalesHQ from ISC Software: Add Prospect”