**🚀 What’s New: CRM & Customer Contact Auto-Sync Overview 🚀**

The HAL ERP system maintains automatic bidirectional synchronization between CRM Contacts and Customer Contacts, ensuring data consistency across both modules.

Creating Customer from CRM Deal

When a CRM Deal reaches the configured stage, the system automatically creates a Customer and syncs all related contacts.

Key Process Flow:

  1. Deal Stage Trigger: When a deal moves to the configured stage (e.g., "Won" or "Negotiation Started")
  2. Customer Creation: System creates a new Customer record from the CRM Company details
  3. Primary Contact Assignment: The contact selected in the deal is added as the primary contact in the customer contact list.
  4. Additional Contacts Sync: All other contacts linked to the same CRM Company are added as secondary contacts.

image

image

image

Updating Contact Information

Updates from Customer → CRM

When you update a contact in the Customer module, the system automatically updates the corresponding CRM Contact record. This ensures that both modules always stay in sync with the latest information.

image

Updates from CRM → Customer

When a contact detail is updated in CRM, if that contact belongs to a company that already has a customer created in the Customer module, the system will automatically update the matching contact in the Customer Contacts list.

image

Adding New Contacts

  • Adding a new contact in CRM
    When a new CRM Contact is created under a company that is linked to a Customer, it will automatically be added to the Customer Contacts table.

  • Adding a new contact in Customer module
    Adding a new contact directly in the Customer Contacts table will not create a new CRM Contact. It only stays within the Customer module.