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Categories CRM App
Created by Guest
Created on Jan 5, 2022

Company name two-way sync with Sage

In Sage if you change the name of a company this is not updated in Prospect CRM.

The integration should be updated so that if a company name is changed in Sage or Prospect CRM the update is replicated in the other system.

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  • Guest
    Reply
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    Jun 1, 2023

    i would also like this for Unleashed

  • Guest
    Reply
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    Jan 25, 2022

    Same with Exchequer. We change company names and invoice addresses and this doesn't update in Prospect CRM.

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