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Setup and Configuration
Once installed, you must define how the CRM and ERP interoperate. This configuration is
made easier by wizards and automated where possible. From Sage SalesLogix, select
the menu Tools > Manage > ERP Link to configure the following:
• Login Parameters (for Sage MAS ERP login)
• Setup Wizard
• Entity Mapping Wizard
• Data Query Wizard
• Load / Refresh Products
• Load / Refresh Accounts
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