CRM does not sync quotes with quotes tab in WHMCS

Jensen Breck
Offline
Topics: 107
Replies: 107
Joined: 28/08/2017

Hi,

We have found that if you create a client from CRM AFTER you have created the lead and the quote, that the quote does not show up under the quotes tab in WHMCS.

We would like this section of WHMCS and CRM to sync up for consistency.

 

Please help.

 

Thanks!


I did not find the right solution from the Internet.


References:https://www.forum.modulesgarden.com/whmcs-modules/crm-does-not-sync-quotes-with-quotes-tab-in-whmcs-t2404/

 

 

animated video explainer

14/10/2017 14:47:05