SuiteCRM & Tutorial

SuiteCRM Tutorial

First tutorial explaining how to add leads. Leads DO NOT sync with Quickbooks until they are associated / converted to contacts that are connected to accounts. This is by design as it would be probematic for thousands of leads to flood Quickbooks. The process of conversion to contacts/leads will be demonstrated in a later video.

This tutorial explains how to convert a lead into an account. This is necessary to allow a lead converted to a customer to be automatically added to your QuickBooks Database.