CRM Software - CABC | Maximizer | Maximizer Add-ons | Services | Support | Store | News

    Find out about Linktracker for Maximzier
CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Support    Syncing Opportunities
Go
New
Find
Notify
Tools
Reply
  
-star Rating Rate It!  Login/Join 
Member
Posted
Anything special about syncing Opportunities with MaxExchange? I've got a couple machines syncing nicely now on contacts, activities, etc., but no opportunities are coming over. I'm going to go through all the parameters to see what I've missed, but was hoping someone here might make my life a bit easier. What might I have missed?
 
Posts: 7 | Registered: May 18, 2001Reply With QuoteEdit or Delete MessageReport This Post
Maximizer Specialist
Picture of CABC Support
Posted Hide Post
Hi Steve,

In order to synchronise Opportunities you need to have the users of the remote machines included in the same sales team as the creator of the opportunity. This can be set via the Distribution list manager, but you do need sales team installed.

I hope this sheds a bit of light on the problem, its not the clearest answer ever but I will try and revise it when I have found a better way of describing what I mean smile

Rgds

Nick Welburn
CABC Support
 
Posts: 499 | Location: PO Box 162,Newbury,Berks | Registered: January 03, 2000Reply With QuoteEdit or Delete MessageReport This Post
 Previous Topic | Next Topic powered by eve community  
 

CABC    Maxtalk  Hop To Forum Categories  Maximizer CRM Software  Hop To Forums  Maximizer Support    Syncing Opportunities

© CABC Ltd 2002 - 2005. All Rights Reserved.
Maximizer is a trademark of Maximizer Software inc.