How do I get the most up-to-date CRM records?
Soon we will automatically pull data from your CRM into Corzo. Then, you will always have the most up-to-date records whenever you access Corzo. For now:
- Click 'Sync' in the menu bar, next to 'Format' and 'Help'
- Click 'Refresh Salesforce Data'
Voila! All of your records are up to date!