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How to Setup Sales+

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:

  1. Starter Edition – Has 1 site, 1 contact form and no application forms
  2. Standard Edition – Has 1 site, multiple contact forms, 1 application form, standard processing
  3. 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.

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