Connectwise opportunity ownership with Mindmatrix.

Connectwise opportunity ownership with Mindmatrix.

Mindmatrix allows a user to maintain ownership of an opportunity record when syncing between Mindmatrix and Connectwise. 
*User email addresses have to match in each system for ownership to work properly. 
*Only available for opportunity, contacts can be routed automatically based on Territory.

Visit your CRM sync settings > Opportunity field mapping > enable the feature by mapping MM Owner field to Sales_Rep1 field in Connectwise. 


After complete create assign an opportunity in Mindmatrix to another user, then view the ownership in both systems after the sync interval completes. 

Mindmatrix




Connectwise




    • Related Articles

    • CRM TODO / activity Connectwise

      This article will covers how todo activities are generated for Connectwise.  ToDo activities for Connectwise can be generated under Contacts or Opportunities.  Posted by The Team at Mindmatrix on 14 August 2018 04:34 PM Within Mindmatrix contact todo ...

    • How to get started with CRM TODO / activity in Connectwise

      Posted by The Team at Mindmatrix on 14 August 2018 04:34 PM Reference this article to get started with ToDo notifications from ...

    • How do I view an opportunity from Mindmatrix in ConnectWise?

      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 ...

    • What minimum permissions are required to integrate Connectwise and Mindmatrix?

      In Connectwise manage go to the system menu - security roles and give change the permission to ALL for the below items For the Company section as below: Company Maintenance, Company/Contact Group Maintenance, Contacts, CRM/Sales Activities, Team ...

    • How do I integrate Mindmatrix with Connectwise?

      Posted by The Team at Mindmatrix on 07 March 2014 05:25 AM     Create a Connectwise API Member   Create a new ConnectWise API Member to authenticate with AMP.  Creating a Member In your ConnectWise account, navigate to System > Members, then click ...