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#1 2013-10-31 10:55:48

paul dolan
Junior member
Registered: 2012-10-31

simple set up

hi

dont understand 'simple setup'.....

is this for new users?

cheers

paul

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#2 2013-10-31 12:08:21

admin
Administrator
Registered: 2008-02-09

Re: simple set up

From the Simple Setup screen on the cloud:

This option automatically re-configures the file mappings and field mappings in your cloud account to match the template CSV files that can be found in the Downloads section of this site.

We found that the area new users were struggling most was setting up the file mappings and field mappings in their cloud account, so we designed the Simple Setup option to assist them.

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#3 2014-03-18 23:33:35

Krista
New member
Registered: 2013-12-03

Re: simple set up

Hi i dont know how to set up sales reps and locations please tell me how (simple steps)

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#4 2014-03-19 10:04:39

admin
Administrator
Registered: 2008-02-09

Re: simple set up

For instructions on setting up your cloud data using the Simple Setup, please follow the Sales Presenter Simple Setup guide which can be found in the Downloads section of this site - http://www.bacapps.co.uk/downloads.php

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