Getting Started with SalesTrip

SalesTrip User Training Resources

• 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
• Using SalesTrip Videos

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

See all 9 articles

Customising SalesTrip

• Expense Type – Time
• Reimbursement Currency
• Opportunity Stage wise allocation for Expense
• Setting up a Payment Method
• Expense Creation
• Home UI

See all 43 articles

Using SalesTrip

• SalesTrip Application Demo
• SalesTrip Overview
• SalesTrip Apps

Free Trial Help

• SalesTrip Overview
• Travel Search & Booking
• Expense Management
• Managing Travel and Expense Spend