Update Deltek CRM Connection Information

Use these steps to set up a connection to Deltek CRM.

To update connection information:

1. Under the Setup menu section, go to CRM > Deltek CRM Integration > Deltek CRM Setup.
2. Click Update Deltek CRM Connection Information....
3. In the Update Deltek CRM Information wizard that displays:
   1. Enter your username in the Deltek CRM Login field.
   2. Provide a password in the Deltek CRM Password field.
   3. Enter your password again in the Repeat Password field.
4. Click Update Deltek CRM Connection Information.