Configuring Company Sync Settings

Note, your organization must install the Fugent Salesforce managed package in order for you to sync contacts, contact activities, and meetings to Salesforce.

Accessing the Company Sync Settings

1. Once logged into Fugent, select the"Admin" icon located in the main menu dropdown.

2. Select "Manage Company" located in the center menu pictured below:

3. Select, "Manage Sync Settings" pictured below:

4. In the screenshot below, all contact and meeting sync settings can be adjusted for all users within the same company level: