> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-tm-for-dynamics-365-crm-integration/sage-intacct/process/sage-intacct-dynamics-process/sales-person.md).

# 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

![](/files/-MO_EgGveiejmh8RN3Gv)

* Click on Add button

![](/files/-MO_IcXmxxgnJEEs6b39)

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

![](/files/-MO_X3yjlodn6rMDfdu_)

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

<br>

![](/files/-MO_XED7KsbY0E8UAPL6)

* Click on save button

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

![](/files/T3JiyIFxIFLn32qqG8Wk)

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

![](/files/-MO_ZsfJF3eij31tSMkO)

![](/files/-MO__1JkDizl8eceRs9g)