Vista Integration: Pull Income Vs. Cost

FollowUpCRM

1. 1. Click on dropdown trigger

   

2. 2. Click on Pull Income Cost Summary

   

3. 3. Untitled step

4. 4. User will be notified that the update was successful

   

5. 5. Alternatively, the user can click on the arrow in the Income vs Cost section for the same results.

   

6. 6. User will be notified that the update was successful