3) Syncing

Now that you've created a customer record, you're ready to sync the customer record to Rapid Response.

• Review the information in the popup window and verify that all information is correct.  Select the "System" from the drop down menu as appropriate, then click "Save".
• You should see a success message stating that the account has been saved.  

• You are now presented with a dropdown menu to "Show Customer Information".  Selecting this option will query Rapid Response for the customer's information, as it resides on Rapid Response's servers, then display that information to you.