1. Log in to our site www.insitusales.com using the "Sign in with intuit" button or with the username and password sent to your email.
2. Click on the company name link on the top bar:
3. Click on the “Add new subscription button”
4. Enter the amount of sales reps (# of licenses) you will need and click on “Continue”
5. Click on the subscribe button
6. You will be redirected to PayPal to complete the payment. If you don't have a PayPal account, please enter your credit card details and it will ask you to create a user and password to generate the profile. Once the payment is completed you will be redirected to our site.
Note: It doesn't happen too often t but sometimes it takes a while to PayPal to process the payment, if that happens, you might need to log back in to our website a little bit later (30 mins).
7. Go to the User menu located on the left hand side and then click on the Field Rep menu
And click on the Field Rep menu
8. Add the license to each sales rep. Follow these steps for each of them
a. Click on the sales rep initials (First column).
b.Click on EDIT
c. Find the License field and click on it. Then select one of the licenses available.
d. Click UPDATE
Repeat 8 :) for each sales rep.