Syncing Opportunities

stevezNew Member

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?

7/17/0110:03 AM

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Original Post

advocosupportMaximizer CRM Consultants

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

Rgds

Nick Welburn
CABC Support

7/23/017:06 PM

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