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
