Settings > Organization Settings > General Settings (or click here)
Verify fiscal year and make necessary changes
Data > Data Sources > Settings > Field Mapping (or click here)
Verify Opportunity Amount Field
if you don't see the field in the drop down, move to field sync to sync the field to Crossbeam
Verify Opportunity Owner Field
if you don't see the field in the drop down, move to field sync to sync the field to Crossbeam
Select Opportunity Type Field
if you don't see the field in the drop down, move to field sync to sync the field to Crossbeam
defines New & Existing Business opportunities
