How to Match Your Alta User to Your CRM User

From the left-hand menu, click Settings.

Select Katie’s Reps.

Find and click on the rep (user) you want to configure.

In the Alta User field, choose your email.

This will assign the correct Alta user to the rep.

In the CRM User field, select the same user.

If you don’t see your name immediately, use the search bar to find it and then click to select.

Once both are matched, the connection is saved automatically.

From now on, all activities for that rep in Alta will sync under the same owner in your CRM.