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- Navigate to the Administration tab
- Select the Framework User you want to Sync
- Use the arrow button to copy the user to the Sales Advice Users list
- Update the Salesperson Name, Location, Telephone, Mobile, Email, etc. Note: You must update the Salesperson Name field for the Salesperson's Name to appear in Sales Advice.
- Press Save
- Press Close
| Tip |
|---|
If at any time, you require a re-synch (i.e. in the case of updated passwords/usernames), you can simply select the 'save' button to update the information. |
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