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Assigning Initial User License and License Management

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Any user who will be administering, configuring, or using SalesReady must have a license assigned

  1. Navigate to Setup by selecting the gear icon in the upper right-hand corner of the page and selecting Setup .

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  1. Access the packages page by using the Quick Find bar and clicking on Install Packages.

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  1. Locate SalesReady in the list of Installed Packages and select Manage licenses .

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  1. Select add users .

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  1. Select the users you would like to add by pressing the checkbox next to the user and then press add .

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