How do I view my customers who were synced from Zoho CRM in Zoho Billing?
You can use view filters to filter your list of customers in the Customers module. Zoho Billing has a default view filters for customers from Zoho CRM. Here’s how to use it:
- Go to the Customers module from the left sidebar.
- Click the view filter dropdown above the list.
- Select CRM.
Now, you will only be able to view a list of all your customers who were synced from Zoho CRM.