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Sales Installation Guide

Installation Guide

Prerequisites:

​Before installing the Sales web part, ensure you have the following:

  • SharePoint Online.

  • Admin access to deploy and configure the web part.

Installation Steps

Navigate to My Apps
  1. Open your SharePoint environment in a web browser.

  2. Click on the Settings (gear) icon in the top-right corner.

  3. Select Site Contents from the dropdown menu.

  4. Click on the Add an App option to access the available applications.​

Search for Sales App
  1. In the Find an App search box, enter Sales.

  2. Review the search results and locate the Sales app.

Add the Sales App
  1. Click on the Sales app.

  2. Select the Add button to initiate the installation process.

  3. Wait for the installation to complete. This may take a few moments.

  4. Once added, the app will be available in the Site Contents section.

Verify Installation
  1. Return to Site Contents.

  2. Confirm that the Sales app is listed and active.

  3. Click on the app to ensure it opens and functions as expected.

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