Contents
Before You Begin
You need to have a Sales+ license. There are different editions with different functionality. Explore the different Sales+ Editions
Key differences between the editions:
- Starter Edition – Has 1 site, 1 contact form and no application forms
- Standard Edition – Has 1 site, multiple contact forms, 1 application form, standard processing
- Premium Edition – Multiple sites, multiple contact and application forms, custom fields, full automation.
Access
Sales+ sites once published are publically accessible. Sales+ administration has the same role access capabilities as LRM.
Learn More: User Access Roles
Setup Guide
While it doesn’t matter too much if you change the setup order, the following is designed to reduce start/stopping during the setup process.
1
Add Custom Fields
Adding custom fields now allows you to reference them in your Forms. You can skip this and add later if desired.
2
Add and Manage Contact Form
Adding a Contact Form now allows you to reference it when you first setup a Sales+ site. You can skip this and add later if desired.
3
Configure Email Template
Configuring your Sales+ Email template now allows you to reference it when you are ready to send email confirmation to Sales Contacts. You can skip this and add later if desired.
4
Add and Manage Sales+ Site
This is where you add and manage your Sales+ Site. Set Site Status, Branding, Application and Contact Options.
5
Add and Manage Application Form
Note: For Standard and Premium Editions ONLY
Once a Sales+ Site is created you can proceed to Application Form Management. You can start small with a basic Form for testing and then update once ready.
6
Publish Course
This is required to publish Courses to Sales+ so that they are visible in Course show in Sales+
You can skip this if you are not publishing any courses.
7
Publish Course Offer
This is required to publish Course Offers to Sales+ either publicly (visibile in Course Availability) or privately (allows applications via direct application links).
Optional
Manage Sales+ specific Dropdowns
This is optional. Use the Sales+ custom Dropdowns to manage what values are available for a specific field in a way that is meaningful for your organisation.