How to Sync Users with Contacts

If you are implementing MBR CRM into an existing site, you may want to create contact records for your existing users on the site.

For example, if you had a WooCommerce store and users, as a result, you would want to convert those users into contacts.

To Sync your user list with your contact list go to Mbrcrm > Tools > Sync Users & Contacts.

How to Sync Users with Contacts
You can optionally choose to sync the User meta with the contact meta as well. This will take a bit longer.


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