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Open the Sales Advice Module.:
- Click on File and then LAN Sync.
- Click on the VPB tab.
TO ADD A NEW VPB TO SAM
- Click on the VPB Version you wish to add under the Framework section.
- Click on the arrow (to the left), this will push the VPB version into SAM.
Note: The VPB will now be available for SAM users.
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TO UPDATE AN EXISTING VPB IN SAM
- Select the current version of the VPB located under the Sales Advice heading as this needs to be deleted in order to bring across an updated version.
- Click to delete the current version.
- Click on the VPB Version you wish to add under the Framework section.
- Click on the arrow (to the left), this will push the VPB version into SAM.
Note: The VPB will now be available for SAM users.
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