I changed a CRM contact’s Life Stage to Customer and was expecting the Customer to appear in Accounting.
This would be a very basic requirement for me for migrating NetSuite.
Let me know if possible.
Yes, you got it right. Right now, you have to manually import customer in accounting from the CRM contacts.
That is the only way to import customers to accounting till now. But we have a plan to add auto-import feature for accounting in future.
Thank you 🙂
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