Quick question for the group. I have a client that I'm onboarding with CRM Connector. He sends several invoices throughout the job. Then sends a final invoice. Obviously I want that review request to go out on the final invoice but can not tell any way to do that with CRM Connector. I'm probably over looking something. We are connecting to his quickbooks online.
CRM Connector use to have a link we could send to our client to get themselves connected. For example instead of having the client login to GHL. They could click the link an go through the steps. Is that still possible. If it is, I can't seem to find the link to send to my client?