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.
Sales+ sites once published are publically accessible. Sales+ administration has the same role access capabilities as LRM.
Learn More: User Access Roles
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.
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.
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.