How to Connect FollowUpCRM with Sage 100 for Customer Integration

FollowUpCRM

  1. 1. Click on dropdown trigger

    Click on dropdown trigger

  2. 2. Click on Connect/Push to Sage 100

    Click on Connect/Push to Sage 100

  3. 3. Click on Success! We found an existing customer that matched. Linked with customer name “…

    Click on Success! We found an existing customer that matched. Linked with customer name “…