Objective:
- Why isn't WealthCounsel syncing Contacts to Clio yet?
Environment:
- WealthCounsel
Additional Information:
For more information on the WealthCounsel integration, click here.
Answer:
"Staged" indicates that a sync was triggered but the changes have not been processed yet - you can go to the Sync tab to review the changes and choose whether to Continue (apply changes) or Cancel.