Follow this article on how to push an opportunity from Mindmatrix to your CRM.

How to view the pushed opportunities with contacts in ConnectWise:

Step 1: You can view the contact name in ConnectWise.

Step 2: You can view the pushed opportunities with contacts in the CRM.

The Opportunity with Contacts is pushed successfully to the CRM.

Note: The opportunity details are found along with the contact when contact is viewed inConnectWise.

How to push an Opportunity from ConnectWise to Mindmatrix

Step 1: Click to expand “Companies” and then click on “Contacts”.

Step 2:Click on the icon to add a new contact.

Step 3:Fill in the details and then click on “Save & Close”.

Step 4:Search the contact name and click on the contact to edit it.

Step 5:Click on “Opportunities”.

Step 6:Click on the icon to add a new opportunity.

Step 7:Fill in the details and click on “Save & Close”.

Step 8: You can view the added Opportunity Name.

Step 9:Click to expand “Manage” and then click on “Opportunities”.

Step 10:You can view the Opportunity Name here.

Step 11:Click on the opportunity to edit.

Step 12:Click to expand “Views” and then click on “Associate Contacts”.

Step 13: You can see that the contact has been “added” if you navigate to Connections > Contacts and search for the contact record.

You have successfully pushed an Opportunity from ConnectWise to Mindmatrix.

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