How can I map the referral partner to the QB sales rep?

Introduction

Connex can map the sale referral partner from Infusionsoft to the sales rep in QB, if the field matches the full name or initial of a QuickBooks sales rep.

How do I match the fields?

Here is a list of sales reps from QuickBooks. Here is the sales referral field. The full name matches the QB name field.

 

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