Promoting new customers from Sage CRM to Sage Intacct

To promote a new Customer from Sage CRM to Sage Intacct.

  1. Create new company in Sage CRM.

  2. Fill all the details on Company summary screen along with Company Code which user have integrated with GUMU™ Integration.

  3. Enter the Company details. The fields are described in the below table.

  1. Enter details into below field for address. This will be customer’s Default address.

  2. Enter details into below fields of Phone and Email section of Company. This will stored under Phone/Email tab of Company.

  3. Enter below details into Person Panel. This will be set as customer’s default Contact.

  4. Save the Customer details. This will create customer in Sage CRM.

  5. Once Customer is saved, click on Sage Intacct Customer tab. Select the values for other fields like Terms Code, Tax Group, etc. User will be able to see Promote Button. Click on that Promote button. Once customer is promoted you will receive message that it is successfully promoted. If there are any errors then it will be display on the screen.

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