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. |