# 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

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MO_8xGevPbhRdhO2v8C%2F-MO_EgGveiejmh8RN3Gv%2F18.jpg?alt=media\&token=f7690ee7-f9ac-4f90-b176-2c3594f88218)

* Click on Add button

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MO_8xGevPbhRdhO2v8C%2F-MO_IcXmxxgnJEEs6b39%2F19.jpg?alt=media\&token=469df861-a1aa-4359-b109-29e397de0322)

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

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MO_8xGevPbhRdhO2v8C%2F-MO_X3yjlodn6rMDfdu_%2Fimage.png?alt=media\&token=2cd41a8e-75b7-4835-8f1b-ddfef5905d19)

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

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![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MO_8xGevPbhRdhO2v8C%2F-MO_XED7KsbY0E8UAPL6%2Fimage.png?alt=media\&token=7c5d07aa-e732-430c-b4e3-9b9f766ec286)

* Click on save button

**GUMU™ Cloud portal:**\
Sage Intacct Salespersons

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FGTHJQod664Yw3jwNZ7af%2FDYIN-5.png?alt=media\&token=9c4b20c5-82e9-4bad-9b9c-2e8f3eec547e)

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

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MO_8xGevPbhRdhO2v8C%2F-MO_ZsfJF3eij31tSMkO%2F21.jpg?alt=media\&token=213d1e8a-b7d4-429f-97aa-35b0b048ec50)

![](https://794987320-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MCRVg-TYx3gVa2Tqtf_%2F-MO_8xGevPbhRdhO2v8C%2F-MO__1JkDizl8eceRs9g%2F22.jpg?alt=media\&token=9dc83544-3f9e-41a9-97fb-efeea7167e0d)