This procedure allows you to synchronize the data collected in the additional fields of Framework360 customers with the corresponding fields within your VTENext CRM.
Procedure
1. Access the VTE Next plugin settings within your Framework360 administration area.
2. Scroll down to the Contact Synchronization section.
3. Locate the VTENext category for which you want to configure the mapping (for example, Leads Synchronization, Accounts Synchronization, or Contacts Synchronization).
4. Inside the chosen category box, look for the section titled Additional Fields.
5. Under Additional Fields, you will see a list of your additional fields defined in Framework360 (identified by their label).
6. For each Framework360 additional field, click on the dropdown menu and select the corresponding VTENext field where you want the data to be saved.
7. Once you have completed mapping the fields, make sure to save the changes made to the plugin settings.
