Sage Intacct Salespersons

Sales Person records from Sage Intacct will be synched from Sage Intacct to Dynamics 356.

Sage Intacct: Navigation path to add Sales person in Sage Intacct > Go to Company > Click on Employees

  • Click on Add button

  • • Click on Drop down of primary contact name > Click on Add

• Click on save button. Name will populate in Primary contact name

  • Click on save button

GUMU™ Cloud portal: Sage Intacct Salespersons

Dynamics CRM: Synced data will display in Dynamics Salesperson. Navigation Path: Settings > GUMU > Map ERP Sales Person > Select a Sales Person

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