Activating Sage CRM Integration

After you install Sage 300 Integration for Sage CRM, you must activate it.

To activate Sage 300 Integration for Sage CRM:

1. Start Sage 300 from your workstation.
2. Log on as the ADMIN user in your company database. If security is activated in Sage 300, enter the password for the ADMIN user.
3. In System Manager's Administrative Services folder, click Data Activation.
4. From the Applications list, select the appropriate version of Sage 300 Integration for Sage CRM, and choose Activate.

   The Sage CRM Integration Activation screen appears.

5. In the Sage CRM Installation Name field, enter the name of your Sage CRM installation.
6. Click Proceed to complete the activation. To cancel the activation, click Close on the Activation window.

Once activation is finished, and you close the Data Activation window, the Sage CRM folder appears on the Sage 300 desktop.