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Texada Knowledge Center

GateWay

GateWay

Getting Started with GateWay

About GateWay

Log In and Out of the GateWay Administration Panel

Introduction to the GateWay Administration Panel Dashboard

About GateWay and SRM

About Users in GateWay

About Rentals in GateWay

About Invoices in GateWay

About the GateWay HubSpot Integration

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Set Up Something

Set Up Your Configuration Settings in GateWay

Set Up SRM to Enable Customers to Create GateWay Accounts

Set Up Access Permissions in the GateWay Administration Panel

Link a HubSpot Company Record to an SRM Customer Record

Set Up HubSpot Support Ticket Access in GateWay

Set Up the GateWay HubSpot Integration

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Create Something

Create a GateWay Account

Create GateWay Login Credentials for a Salesperson in SRM

Create a HubSpot Support Ticket in GateWay

Edit or View the Details of Something

View the Details of a HubSpot Support Ticket in GateWay