Map Sage CRM Users
Last updated
Last updated
You will be able to view the Map Sage CRM Users option only if you have the complete suite edition of GUMU™ for Sage CRM – Sage 100. This screen will allow you to map Sage 100 salespersons with Sage CRM users also it will allow you to map CRM users with respective Sage 100 salespersons.
Select a company from the company tab in Map Sage CRM Users and Click on ‘Next’.
Click on the ‘Find’ option to view the Sage 100 Salesperson names.
You can now assign a Sage 100 Salesperson with a Sage CRM User. Click on ‘Save’ to save the details.
Note- When we assigned an account manager for any company, Salesperson will get load as per mapping along with Sage 100 AR division.
As per Sage CRM User and Sage 100 Salesperson mapping,
The account Manager and Salesperson will get set on the Company Summary screen
Sage CRM User and Sage 100 Salesperson will get set on the Address screen.
This is a one-way mapping from Sage 100 to Sage CRM.
