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This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.
After a company has been registered with SalesHQ and you logout and back in, the menu will update with the menu items for the SalesHQ configuration windows:
Open the CustomerHQ Setup window (Administration area page » Setup » Company » CustomerHQ Company Setup).
There is a number of settings required in, or from sub-windows of, this window.
Key elements which need to be set in the Company Setup section are:
The Email Setup section provides the credentials for the SalesHQ to send emails.
The Contact Us Options section is a list of the options in the drop-down list on the SalesHQ portal Contact us page:
The Go To button gives access to four child windows:
Assistance will be provided by your consultant in configuring these values.
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