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 |