Archive past customer companies to your accounting system
Archive past customer companies to your accounting system
Your CRM companies marked Past Customer often remain active in your accounting system, causing billing and reporting confusion. Keep accounting and marketing aligned so records are accurate within 24 hours.
Overview
When Past Customer companies stay active in accounting, finance and marketing waste hours reconciling lists and invoices. This flow automatically moves those companies into your archive group and flags them inactive so billing and campaign lists are accurate within 24 hours.