General
How to sync contacts from a CRM integration
In order to begin a CRM sync, it needs to be decided which contacts should sync to Mindmatrix from your CRM. The selection can be based on fields like Company Type or Contacts Type. For this example, we have decided to sync contacts using the field ...
How to create cases?
For Sales Rep/Channel Partners/Admin Users having Cases permission, can see the menu under the Manage menu. Clicking on Cases, it will show Cases records created/shared having Case Types on the left shown as folders. Case Types are nothing but Case ...
How to create Cases or sync them with CRM?
Feature: This functionality will be used to create Cases and can be synced with CRMs. Who will be using this? Any user having Cases permission can view/create/edit/own it. Only Super Admins have access to create Case custom fields layout aka Case ...
How do I complete a phased setup process and what should I expect?
We specialize in helping our clients achieve their goals by offering integrations for numerous CRMs and third party applications. Sometimes, we know this customization can take more time so we offer options for our clients to complete an accelerated ...
Notification Options for Opportunity List
This feature allows a User to set notifications for different conditions of the Opportunity Search List to creators, owners, and managers. User can set the notification email on-behalf of Owner/Myself/Creator (default will be Owner). If you will ...
How to adjust your CRM Push setting
Posted by The Team at Mindmatrix on 01 May 2018 05:55 PM To adjust your CRM push setting, visit "Setup -> CRM -> Settings" This will bring you to the lead scoring page. Use the tabs in the upper right hand corner to navigate to push settings for ...
CRM source of truth setting
Posted by The Team at Mindmatrix on 25 April 2018 05:43 PM Source of Truth (SOT) for CRM integrations: SOT is an option which is only available upon first setup of CRM integration. Three selection options. CRM AMP (Mindmatrix) Both CRM ...
What fields can be mapped from ConnectWise?
Posted by The Team at Mindmatrix on 03 June 2016 10:30 AM As you prepare for your CRM integration, you may be wondering which fields you can map from ConnectWise into Mindmatrix. Below is the complete list of ALL fields which can be synced between ...
How do I check mapped fields in CRM integration?
Whenever you add an additional field to your CRM you would like to sync, or experience an issue with data syncing from your CRM to Mindmatrix, the first thing you should do is verify that your fields are properly mapped. "Fields" refer to places in ...
Answers to Popular Questions about CRM Integrations
Posted by The Team at Mindmatrix on 27 April 2016 03:09 PM If your CRM (or PSA) is integrated with your Mindmatrix account, you probably have a few questions. Here are a few things you should know about your integration with Mindmatrix: Adding new ...
How does contact/lead syncing for CRMs work?
Posted by The Team at Mindmatrix on 12 January 2016 03:22 PM This article will provide you with an overview of how contact and lead syncing works between Mindmatrix and your CRM. General Points CRM integration is a bi-directional sync. Only one CRM ...
How do I integrate Mindmatrix with Redtail?
Posted by The Team at Mindmatrix on 21 March 2016 04:00 PM Linking Mindmatrix with Redtail Log into your Mindmatrix account. Click on the CRM session icon on the right-hand side. Click login to activate. Enter your Redtail credentials. IMPORTANT - ...
How to use the Opportunity First Import feature
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Posted by The Team at Mindmatrix on 07 May 2018 05:09 PM Opportunity First Import ...