Validating a Sync (D-Tools)

Companies

To verify the Company was created in Manage for the D-Tools client, navigate to Companies > Companies and search by Company name for the client.

Opportunities

To verify an Opportunity was imported into Manage, navigate to Sales > My Opportunities and search for your Opportunity by the Company or Opportunity Name.

Projects

To verify a Project was imported into Manage, navigate to Project > Project Board and search for your Project by the Company or Project Name.


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