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Knowledgebase: CRMs and Integrations
How do I push an opportunity to Salesforce?
Posted by The Team at Mindmatrix on 28 July 2016 06:11 PM

How to push an opportunity to Salesforce

Step 3:  Go to Setup> CRM >CRM 

 

Step 4: Click on the “Configure Button

 

Step 4: Login to sales force.

 

Step 5: Use the dropdown to select the items to import.

 

 

Step 21: Click on “Map Fields”.

 

Step 5: In the “Opportunity” section, select the project name, map the details in the “Opportunity” tab and the click “Save

 

 

Note: The areas mapped here will be reflected in the CRM.

 

View the pushed opportunities with contacts in the CRM to make sure it synced properly. This may take up to 30 minutes to sync.

See how to view opportunities in Autotask here.

See how to view opportunities in ConnectWise here.

 

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