Hello, I’m onboarding my first client and just have a few question About what to select, add or not add on while connecting customers CRM with CRM connector. I’m only doing Google reviews, reviews Reactivation and SEO. I attached images for all my questions. 1. Tags and custom fields tab: do I need to add any custom fields or are the custom fields provided enough? 2.Filter configuration tab: (import contacts from housecall pro): Do I ONLY select, “contacts with completed jobs,” right? I don’t want to select “contacts identified as leads,”correct?” 3.Filter configuration tab: (import Calendar events from housecall Pro) I’m assuming we don’t worry about calendar events, right? 4.Filter configuration tab: (import transactions from housecall pro) which filters do we want to select for importing transactions from housecall pro?

I added CRM connector on clients sub account, but it doesn't let me choose my clients CRM. all the CRMS are light grey and i am unable to select. any ideas what im doing wrong?