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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.


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