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- Open the Sales Advice Module.
- Click on File and then LAN Sync.
- Click on the VPB tab.
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Once the LAN Synchronisation dialog is open:
- Navigate to theĀ AdministrationĀ tab
- Select the Framework User you want to Sync
- Use the arrow button to copy the user to the Sales Advice UsersĀ list
- Press Save
- Press Close
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Tip |
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Ensure your Framework User is assigned the Entity Role of Salesperson. This will enable you to select them as a Salesperson in Sales Advice. Navigate to the Administration module within Framework Ecm
This user will now have the Salesperson role allocated to them, ready to be synchronised to Sales Advice. |