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
- SalesTrip Company Wide Settings
Customising SalesTrip
- Customising Expenses
- Configuration Best Practices
- Business Purpose & Universal Lookup
- Configuring “Business Purpose” for Custom Objects
- Configure Flight Approvals
- Configure Expense Approvals