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  1. SalesTrip
  2. Getting Started with SalesTrip

Getting Started with SalesTrip

Get up and running 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

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