Set Up Salespeople for Sage CRM

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

Expand/Collapse item  Overview

When Sage CRM is integrated with Sage 100, you can set up salespeople with access to certain Sage 100 tasks from Sage CRM. This allows salespeople to create relationships between Sage CRM companies and Accounts Receivable customers, maintain customer information in Customer Maintenance, and create sales orders and quotes in Sales Order Entry for customers in multiple divisions with a single logon combination for Sage 100 and Sage CRM.

Expand/Collapse item  Before You Begin

  • The Customer Relationship Management module must be set up before you can map salespeople for Sage CRM.

  • User IDs must be set up in the Sage CRM software for all salespeople.

  • User logons must be set up in Sage 100 for all salespeople.

 

To set up salespersons for Sage CRM

  1. Select Accounts Receivable Setup menu > Salesperson Maintenance.

  2. Set up the salesperson and then click Accept. For more information, see Salesperson Maintenance – Fields.

Note If setting up salespeople for multiple divisions, repeat this step for each salesperson and each division for which the salesperson will be allowed to process orders.

  1. Select Customer Relationship Management Main menu > Salesperson User Mapping.

  2. Enter the Sage 100 user logon for the salesperson. For more information, see Salesperson User Mapping - Fields.

  3. In the Sage CRM User ID field, enter the Sage CRM user ID for the salesperson.

  4. In the Salesperson ID field, enter the salesperson associated with the Sage 100 user and Sage CRM user for each division they are allowed to process orders from.

Note Only one salesperson ID can be selected in each division.

  1. Click Accept.

The salesperson is set up for Sage CRM.