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syncing opportunities

Copper Elite Contributor
Posts: 175
Country: USA

syncing opportunities

In the last 2 days, I set up Premium 2008, most recent release, with other users. I added my first 2 sales reps to join my company. Up to this point it was just me. I set up a dedicated server.  All went well. Works great.  The only thing is that when I assigned 5 of my prospects to one of the new reps, she got everything but the opportunities. The opportunities synced up to the server ok, but didn't attach themselves to the contacts when they synced to her.  Any suggestions?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: syncing opportunities

Change the Record Manager of the opportunities to that user and see if they sync over then.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Elite Contributor
Posts: 175
Country: USA

Re: syncing opportunities

Thanks. I started doing that today. Hopefully that will take care of it. Should know over the next few days.