Getting Started with SalesTrip
Get up and running with SalesTrip
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
- Configure Default Business Purpose value
- Grant Login Access
- Update Expense forms per Expense Type
- Adding fields to the Expense create/edit screens
- Multi-allocation of Expenses
- Trip Request Approval