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  1. SalesTrip
  2. Getting Started with SalesTrip
  3. Installing SalesTrip

Installing SalesTrip

Basic steps that will allow you to use out-of-the-box functionality for trip booking and expense management

  • Configure QuickBooks Integration
  • SalesTrip Technical Requirements
  • SalesTrip Installation
  • Global Actions
  • Standard Object Lightning Actions
  • Setting up your SalesTrip Personal Profile for Travel & Expenses
  • SalesTrip Company Wide Settings
  • Assign User Licenses
  • Assign Permission Sets

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