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What do I need to do to setup TurnLink?

← FAQ
Your TurnLink account manager will guide you through the setup process. If you are purchasing any of our 3rd party report import tools* and/or syncing with your accounting software, some of your setup will be automated. With that in mind, the following articles cover some basic account setup options: 

Account Setup : Users
Account Setup : Customers & Prospects
Account Setup : Regional Companies (HQ)
Account Setup : Outside Sales Companies & Representatives (Broker Setup)
Account Setup : Distributors (and/or Vendors if you are a Broker)
Account Setup : Product Unit Types
Account Setup : Products
Account Setup : Distributor Codes & Pricing
Account Setup : Distributor Cost
Account Setup : Tags (Customer Types)
Account Setup : Promotions
Account Setup : Documents (Adding Photos & Files)
Account Setup : MapMyStores (Store Locator)

*Contact your account manager for additional details. 

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