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Assigning Initial User License and License Management

*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 “Installed Packages” page by using the “Quick Find” bar and clicking on “Installed 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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