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ISC Software News & Updates

Sales Portal for Dynamics GP - Feature Videos

30/6/2020

 
​SalesHQ provides your customers with secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports – from anywhere, on any device – all in real-time. 
SalesHQ also provides your sales teams with access to all of the above for their assigned customers so they can act and respond faster to service customers. In addition, your sales teams can generate quotes, enter orders, enter invoices and view transactions.
​
To help visualise how SalesHQ works, we have created SalesHQ videos covering the following;
  • Overview of SalesHQ
  • Adding a Prospect
  • Changing Images
  • Configuration
  • Free Trial
  • Inventory Lookup
  • Invoice Entry
  • Manage Customer Accounts
  • Manage Salesperson
  • Order Entry
  • View Transactions
  • Price Lookup
  • Quote Entry
  • Secure Access
  • View Account Summary
  • View Statements

You can access them all on our Knowledge Base Page

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  • Dynamics GP
    • Microsoft Dynamics GP
    • Microsoft Dynamics GP 2018
    • Dynamics GP Implementations
    • Dynamics GP on Azure
    • Making Tax Digital for Dynamics GP
    • Dynamics GP Support >
      • Changing Dynamics GP Partner
      • Dynamics GP Support Plans
      • Dynamics GP Support Quotation Form
    • GP Elementz
  • Dynamics 365
    • Dynamics 365 for Sales
    • Dynamics 365 Support
  • SHAREPOINT
    • SharePoint
    • SharePoint Support
    • Sharegate
    • Dox42
  • ABOUT
    • About ISC Software
    • News
    • Events & Webinars
    • Our Customers
    • Software Partners
    • The Team >
      • Development Team
      • Support Team
      • Operations Team
      • Dynamics Team
      • Executive Team
  • CONTACT
  • SUPPORT