One CRM organization, but 2 organisations in Books
Hi There,
I'd need a setup where I would have a separate organization in CRM, as I have in Books, so I can sync contacts separately. I have a US organization in Books, because of the different bookkeeping rules. So I don't want the full list of customers all over the world in the synced list for the US, and the other way around.
So I figured, you'd need a same organization split as you have optional in Books, but there's no way I can find that in CRM. So how do I sync just a specific part of CRM to a separate organization in Books?
Can somebody help me out? While these organisations also would have different processes.
Please let me know how I set this up correctly, as I have noticed that once you setup you're stuck to a whole set of procedures/garbage.
Thanks in advance.
Best Wishes,
Maurice