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Wisenet

      How to Set Up Sales+

      Before You Begin

      Sales+ is only included in specific Wisenet editions:

      1. LRM Starter edition includes Sales+ Starter edition
      2. LRM Standard edition includes Sales+ Standard edition
      3. LRM Premium edition includes Sales+ Premium edition

      Key differences between Sales+ editions:

      1. Starter Edition
        • 1 site
        • 1 contact form
        • No application forms
      2. Standard Edition
        • 1 site
        • Multiple contact forms
        • 1 application form, standard processing
      3. Premium Edition
        • Multiple sites
        • Multiple contact forms
        • Multiple application forms
        • Custom fields
        • Full automation.

      Explore the different Sales+ Editions

      Access

      Please note the following regarding access:

      1. Sales+ sites once published are publicly visible and accessible
      2. Before being able to access Sales+ Online Application features, an Owner must Enable this feature
        1. Login to LRM and go to Settings > LRM and find the setting Enable Sales+ Applications
        2. Read the details and Enable if desired. Then click Save
        3. Learn about LRM Settings
      3. The Sales Admin user role has Sales settings capabilities. Learn More: User Access Roles

      Sales+ Process Overview

      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

      Enable Sales+ Applications

      Before being able to access Sales+ Online Application features, an Owner must Enable this feature

        1. Login to LRM and go to Settings > LRM and find the setting Enable Sales+ Applications
        2. Read the details and Enable if desired. Then click Save

      2

      Add Custom Fields

      Adding custom fields now allows you to reference them in your Forms. You can skip this and add later if desired.

      3

      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.

      4

      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.

      5

      Add and Manage Sales+ Site

      This is where you add and manage your Sales+ Site. Set Site Status, Branding, Application and Contact Options.

      6

      Add and Manage Application Form

      Note: For Standard and Premium Editions ONLY. You may need to Enable Sales+ Applications. See Access section above.

      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.

      7

      Publish Course

      Note: For Standard and Premium Editions ONLY. You may need to Enable Sales+ Applications. See Access section above.

      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.

      8

      Publish Course Offer

      Note: For Standard and Premium Editions ONLY. You may need to Enable Sales+ Applications. See Access section above.

      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.