Salesperson Mapping
Last updated
Last updated
The Salesperson Mapping screen allows you to link a Salesperson in Sage to a Salesforce User, so that the linked Salesperson will be automatically set as the default Salesperson for that specific Salesforce user.
Navigate to the GUMU™ Settings app and then click on the Salesperson Mapping tab.
You can enter filter values for User First Name or User Last Name and click the Get List button or you can directly click on Get List to view the Salesperson list. Click the blue clipboard icon under the Action panel.
Select the Salesperson from the Search Salesperson Record screen (you can search the Salesperson based on Name or Code), and click the Salesperson Code to select.
Click on the Save button to map the Salesperson.
