Integration with Other Modules

21.1 Accounting Integration

When the Accounting module is enabled and dual-mirror mode is active:

• Invoice Sync — CRM invoices create corresponding Accounting invoices
• Accounting Authority — Mirrored invoices are financially managed from Accounting
• Customer Linking — CRM customers can be linked to Accounting contacts
• Deal to Invoice — Convert won deals directly to Accounting invoices

21.2 Core Module

• Business Users — CRM uses Core business users for rep assignments
• Permissions — Role-based access control via Core permission system
• Teams — Team-based territory and goal assignment