1. Getting Started

SalesPad runs in our Remote Desktop environment (RDE). To use the RDE you need to be connected to the network via Wi-Fi or cable; or through the Cisco Connect VPN if remote.

2. Using the Remote Desktop

The remote desktop icon is shown below. You should be able to find that on your desktop. You will start by clicking this icon. If you get an error that says it can’t find the server please see “Can’t open the Remote Desktop” in the Troubleshooting article or open a ticket athelp@wwninc.com.

3. Logging into SalesPad Desktop

The Salespad Desktop icon is shown below. Once you’re in the Remote Desktop you can click this icon to launch Salespad Desktop.

Once open you’ll need to ensure that the ‘Connect to:’ field is set to LIVE, with the ‘Use Windows Credentials’ box checked. You will not need to enter your username and password, as shown below.

Once you’re ready just click OK!

Note: The training system uses Connect To: <TEST> instead of LIVE. It’s very important that we do not get this confused. Data entered in the <TEST> system is not saved and cannot be transferred to the live system. Additionally, you never want to enter test data into LIVE as that will create bigger problems.

4. Logging Out

If you need to logout of SalesPad, for example to switch between LIVE and <TEST>, use the icon in the top right corner as shown below.