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Once installed, you must define how the CRM and ERP interoperate. This configuration is
made easier by wizards and automated where possible. From Sage SalesLogix, select
the menu Tools > Manage > ERP Link to configure the following:
• Login Parameters (for Sage MAS ERP login)
• Setup Wizard
• Entity Mapping Wizard
• Data Query Wizard
• Load / Refresh Products
• Load / Refresh Accounts
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