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  1. SalesTrip
  2. Getting Started with SalesTrip

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
See all 9 articles

Customising SalesTrip

  • Multi-allocation of Expenses
  • Trip Request Approval
  • Adding fields to Expenses
  • Configuration Best Practices
  • Business Purpose & Universal Lookup
  • Configuring “Business Purpose” for Custom Objects
See all 18 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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