Sales Integration in Dash SaaS

Step 1 : Super Admin Access

Begin by granting super admin access to the Sales Add-on. Follow these steps:

• Log in to the super admin dashboard.
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• Navigate to the “Add-on Manager” section.
• Click on the “+” (Module Setup) button to initiate the Add-on setup process.
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• In the module setup, you will find a designated area to upload the ZIP file for the Sales Add-on.
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• After completing the module setup, remember to enable the Sales Add-on to make it accessible for your customers.
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With these steps, you can easily integrate the Sales Add-on and provide enhanced functionality to your users.

Steps 2 : Company Login

Once the super admin has enabled the Sales Add-on, admins can acquire and configure it by following these steps:

Admins should start by purchasing the Sales Add-on. To do this:

• Go to the “Subscription Plan” page.
• Click on the “Usage Plan” and locate the Sales Add-on.
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• Complete the purchase process.

Step 3 : How to use the Sales Add-on?

• After that from the menu, find out the sales add-on.
• In the sales you will get to see a list you can choose one option and edit the things in it at your convenience.
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• Handle all your business sales in one place with daily, weekly, and monthly updates on a single dashboard.
• Easily track quotes, sales orders, and invoices. Know who ordered what, and access essential details like status, account, assigned user, and creation date.
• Simplify the management of quotes, sales orders, sales invoices, and communications. Manage your calls, schedule meetings, and plan activities efficiently.