Front Page › Forums › Accounting › How To Import Customers in CRM to Accounting for Sales / Invoicing? › Reply To: How To Import Customers in CRM to Accounting for Sales / Invoicing?
October 5, 2019 at 1:02 pm
#54464
Member
You can actually take the CRM contacts that have customer life stages to the Accounting customer list. You need to enable the auto-import from the settings. Please follow this screenshot: https://prnt.sc/pf4vm5
I hope this will help 🙂
Thanks