Updating customer Group from simPRO to LANA
How to update the customer group from simPRO to LANA?
1. Go to https://subscription.lana.software/dashboard and click Agencies.
2. Then click the search bar. Type the company name of the client and click it to access their settings.
3. Now scroll down and look for LANA Details section, now click Update Lana Customer_Groups to fetch the lists of customer groups the client has in their Simpro.
Note: This process will not update the Customer_Group field in the client's LANA account - this will just going to fetch the available list in their Simpro and it will only update the actual field once a lead made an activity in their Simpro.
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