Salesperson User Mapping Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			Set Up Salespeople for Sage CRM
	Overview
	Fields

 

Related Topics
	Division Maintenance		System Configuration
	Salesperson Maintenance		CRM Company Options

 

Navigation

Select Customer Relationship Management Main menu > Salesperson User Mapping.

This task is available only if a record for the current company has been set up in CRM Company Options.

Overview

Use Salesperson User Mapping to assign salespeople to a Sage 100 and Sage CRM user logon combination.

Sage CRM links to Sage 100 using a salesperson, who is then mapped to a Sage 100 user. Salespersons from each division can be linked to one user logon combination. A one-to-one mapping is used between the Sage 100 user logon and the Sage CRM user logon.

Fields

 

Sage 100 User Logon	Salesperson ID
Sage CRM User Logon	Salesperson Name
Division