Sync Contacts and Accounts

In the CRM there are the forms Contacts and Accounts, these are not synchronized automatically. This is possible through the synchronization functionalities.

In the CRM – Account module, a Sync Company button is included:  Pressing this button will automatically sync the account with a Company. This synchronization does not automatically keep non-standard fields synchronized.

In the CRM – Contact module, the following buttons are available:

  • For Leads, Convert to Contact to convert to Contact
  • For Leads, Sync User to convert to Deepser User, and keep it in sync