Hey everyone, I just onboarded my first client. They use QuickBooks for CRM.
I connected them through CRM Connector, and they signed in, which took forever.
Now that we are off the call, I noticed their list didn't get uploaded.
I'm very confused and dont want to contact him back unless I have an answer.
Is there any way someone in this group can help me fix this problem?
I want to start getting him results because he's my first client.