1
Confirm your RAD CRM login
Sign into RAD CRM normally and confirm that your username and password work. Use an account with access to the CRM records you want to sync.
2
Enter the credentials
In the RAD CRM connection form, enter the same values in RAD CRM User Name and RAD CRM Password.

3
Save the connection
Select Save. If the connection fails, confirm the credentials by signing into RAD CRM again before retrying.