Getting Started with SalesTrip
Get up and running with SalesTrip
SalesTrip User Training Resources
- Review My Expenses
- Expense Report-Submitting multiple expenses as a report for approval
- Creating and Submitting a Mileage Expense.
- Setting up a Payment Method
- Setting up Personal Profile
- Creating and Submitting new expense record
Installing SalesTrip
- Configure QuickBooks Integration
- SalesTrip Technical Requirements
- SalesTrip Installation
- Global Actions
- Standard Object Lightning Actions
- Setting up your SalesTrip Personal Profile for Travel & Expenses
Customising SalesTrip
- Expense Type – Time
- Reimbursement Currency
- Opportunity Stage wise allocation for Expense
- Setting up a Payment Method
- Expense Creation
- Home UI