Syncing customers in would be much easier if we could specify to only sync certain Account types. Autotask PSA acts as a CRM as well, so we have vendors, potential customers, previous customers, etc.
Syncing customers in would be much easier if we could specify to only sync certain Account types. Autotask PSA acts as a CRM as well, so we have vendors, potential customers, previous customers, etc.
Please authenticate to join the conversation.
In Review
Integrations
Get notified by email when there are changes.
In Review
Integrations
Get notified by email when there are changes.