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What Does "Staged" Mean in the WealthCounsel Integration?

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.

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