Sync HL With Meta Business Suite Inbox (Assigned Users, Labels)
G
George Bronson
If labels or assigned users are defined in Meta Business Suite inbox, then apply them to HighLevel (as a configurable option--switch). Sync assigned users & labels from Meta Business Suite to HighLevel. Labels may have to be a tag and may need a naming convention to not conflict with existing tags. "metalabel: xyz"
Log In
G
George Bronson
I tried to load a file of full name, assigned user but it insists on loading as new record and not matching on name at all. So then I try to merge the 2 records, but Assigned is not included in the merge! I guess I need to create a Custom Field, then merge that, and then update assigned user. Mercy...