In our GUMU™ integration, we can make use of Salesperson mapping functionality for linking Sage CRM users with Sage 100 (MAS 90/200) Salesperson. This functionality integrates Account Manger field in SageCRM with MAS 90/200 Salesperson field. Please refer the below screenshot.
Once Salesperson Mapping functionality is established and territories are build it will provide all the Sage CRM users with restricted records access in Sage CRM. This functionality can allow Sage CRM users to view only their accounts. Watch Now- https://www.youtube.com/watch?v=SxjUj2hKubw
Steps for Mapping Salesperson: – For mapping MAS Salesperson with Sage CRM users using GUMU integration,
- Please make sure that you check the Integrate Account Manager with Salesperson checkbox while making GUMU configuration for that MAS company code.
If you configure GUMU integration and do not check the checkbox then it will not map salesperson even if you have mapped salesperson in Salesperson mapping section.
- Go to Administration -> MAS 90/200 Administration -> MAP MAS 90 Salesperson .
- MAP the respective MAS 90 Salesperson with Sage CRM users you wish. For eg. Please refer the below screenshot in which I have mapped MAS Salespersons with System Administrator and Brian Little CRM users.
- This will map your MAS salesperson field with Sage CRM account manager/user field bi-directionally. i.e. from above-mapped salespersons in the screenshot,
a.MAS to Sage CRM side:- If you import any customer from MAS 90/200 using Import Customer GUMU feature which contains Jim Gieger as a salesperson value.Then in Sage CRM while creating/updating that company, Account Manger value will be set as Brian Little as he is the Sage CRM user mapped with Jim Gieger in the Salesperson Mapping.
b.Sage CRM to MAS :- If you create any new company in Sage CRM and try to promote it to MAS 90/200 then while promoting that company to MAS, it will auto load the MAS salesperson in the salesperson field which is already mapped with that company’s Account manager field in also person mapping.
For more information on our GUMU MAS 90 Integration with Sage CRM, visit our Product Page for Trial, Videos and feature lists.
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