This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a Add Prospect post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – SalesHQ – Add Prospect video:
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
SalesHQ allows salespeople, when the Add Prospects checkbox on their user account is marked, to add prospects to Microsoft Dynamics GP. To add a prospect, click the See More button on the Add Prospect tile:
Continue reading “Features of SalesHQ from ISC Software: Add Prospect”
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a Price Lookup post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – SalesHQ – Price Lookup video:
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
SalesHQ includes functionality which, when enabled, allows customers and salespeople to perform a lookup for an inventory item. Click the See More button n the Inventory tile:
Continue reading “Features of SalesHQ from ISC Software: Price Lookup”
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a Inventory Lookup post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – SalesHQ – Inventory Lookup video:
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
SalesHQ includes functionality which, when enabled, allows customers and salespeople to perform a lookup for an inventory item. Click the See More button n the Inventory tile:
Continue reading “Features of SalesHQ from ISC Software: Inventory Lookup”
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a View statement post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – SalesHQ – View statement video:
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
SalesHQ allows customers and salespeople to view statements generated in Microsoft Dynamics GP within the last two years. When users log into SalesHQ, the statements are access by clicking the See More button on the Statements tile:
Continue reading “Features of SalesHQ from ISC Software: View statement”
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a View transactions post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – SalesHQ – View transactions video:
This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
SalesHQ allows customers and salespeople to see receivables transactions; the salesperson will always see all transactions but the customer will only see invoices, unless the Show Customer Full Transactions checkbox in SalesHQ Company Setup is marked.
The Transactions page is accessed through the Transactions tile on the home page by clicking the See more button
Continue reading “Features of SalesHQ from ISC Software: View transactions”