Sync customers to Salesforce (CRM integration)

To sync your customers to your Salesforce account, click on view in the order inbox action area. 

Then click on customer and then on the CRM sync icon. 

Note: For this feature to work, you must have a salesforce account setup and linked to Unify Enterprise (Ultimate plans & above). Click here to learn how to link salesforce and Unify Enterprise (Ultimate & Above)

 

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