Configuration Checklist

Before considering the installation complete, verify the following:

#	Configuration Item	Status
1	GUMU™ Co-Pilot subscription completed	☐
2	Sage CRM connector subscribed	☐
3	Sage CRM Web Service URL configured	☐
4	Sage CRM username configured	☐
5	Sage CRM password configured	☐
6	Connection test successful	☐
7	Required custom action created	☐
8	Object/entity name entered in lowercase	☐
9	Input/output fields entered in lowercase	☐
10	Action name and script name match	☐
11	Required prompts configured	☐
12	Capability created	☐
13	Capability added to Sage CRM Agent	☐
14	Co-Pilot functionality tested successfully	☐