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- Return to Lead Liaison and navigate to Admin > Integrations > CRM.
- Click on Step #5, Import.
- Click Run Now.
- If the process completes without any errors you're all done!
Opportunity
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Fields
Lead Liaison imports the following Salesforce.com Standard Opportunity Fields, as well as all Opportunity Custom Fields and data. When data is changed within Salesforce.com it's updated in Lead Liaison.
Imported Standard Fields
- Unique ID
- Name
- Owner
- Account
- Stage Name
- Amount
- Probability
- Type
- Next Step
- Lead Source
- Is Closed
- Close Date
- Is Won
- Is Deleted [In case an opportunity is deleted]
- Create Date
- Create By
- Last Modified Date
- Last Modified By