Note: You need admin privileges in SalesScreen and to carry out this approach.
Prerequisites
You need to possess the unique identifiers that are associated with the user accounts in the external system — typically a CRM system.
The SalesScreen user accounts, that you want to map to external user accounts, must already exist.
How to
We'll show the process through an example. In this case we want to map the SalesScreen user account of Albert Garrett to his user account in HubSpot (For our native integrations like HubSpot, you can map users without knowing their ID directly from our import function, see more here (update link to newly created ).
Step 1 — Navigate to Mappings dashboard
Navigate to the Company Settings dashboard by clicking on Manage and then on Settings in the menu. Click on Mappings.
Step 2 — Create mapping
Click on Actions -> Add mapping
Choose the system the user should be mapped towards, the desired user, and add the external ID. Then click on Submit and you are good to go!
The SalesScreen user account is now in sync with its HubSpot user account.