Set up your SalesOn workspace
3:10Start with the setup walkthrough before your team begins daily work.
Learn SalesOn, one task at a time
A clear start.
Help when you need it.
Set up your workspace, guide your team through daily work and find a practical answer when something gets in the way.
Ready to follow along? Log in to SalesOn ↗
Your first steps in SalesOn
Use this checklist while you work in your account. Mark a step after you have completed and checked it.
0 of 3 marked by you.
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Check item codes, units, prices and applicable tax details with your administrator.
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Use the account and permissions agreed with your administrator.
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Review the customer, line items and resulting records before wider use.
Progress is self-reported and saved only in this browser. Account activity is not verified.
The video library
Find the guide for your next task.
Videos open in a Google Drive player when you choose Watch guide. You can also open any video directly in Drive.
8 guides
Getting started
Review your business
Use the business review walkthrough when you are ready to review recorded activity.
Find help inside SalesOn
1:22Learn where to look when you need help using SalesOn.
Daily work
Mark your attendance
0:45Watch the attendance walkthrough before your first check-in.
Troubleshooting
Forgot your password?
0:40Follow the password recovery walkthrough to regain access.
Checked out by mistake?
1:52Watch the guide for an accidental attendance checkout.
Cannot see the right product?
0:57Use this guide when the product you expect is not visible.
Cannot see the right route?
0:57Use this guide when the route you expect is not visible.
No matching guides. Try a shorter search, choose All guides, or ask support.
For owners & managers
Know where to look next.
Use the Reports workspace to find the report you need. For an overview of the connected workflows, explore DMS, field sales or production.
SalesOn needs an internet connection. Available screens depend on your plan and account permissions.
Still need a hand?
Let’s work through it.
Tell us which screen you are using and what you expected to happen. Include the error message if there is one.
Onboarding, training and standard support are included with both plans. Companies with 11 or more paid users also receive a dedicated account manager.
Hide customer details in screenshots. Never send passwords or OTPs.