CRM Sync
Live sync to Vantage CRM (Notion)
Vantage-unit leads for the selected show flow into Notion Contacts.
–
Sent
–
Pending
–
Failed
Turn this on for show days. Vantage-unit leads then flow into your Notion Contacts as Show Leads (filtered out of curated views until you promote them). Sync now pushes any leads not yet delivered. Off-days, nothing syncs and no token is used.
WhiteWater CRM (Dynamics 365)
Export every lead for the selected show — all business units.
Downloads a CSV of all leads (including Vantage) for the selected show, ready to hand to the Dynamics team. The column set and delivery method (download / email / SFTP) can be refined later.