How to Map SM Work Order

Taylor West

Created Apr 04, 2024

How to Map SM Work Order

Before a user can push project in Followup to the Vista SM Work Order, the fields must first be mapped.

27

a

FollowUpCRM

9 Steps

1

Click on Settings

Click on Settings

2

Click on Add Mapping

Click on Add Mapping

3

Select Project

Note: SM Work Order can only be mapped to Project.

Select Project

4

Select SM WORK ORDER

Select SM WORK ORDER

5

Click on View Mapped Fields

Click on View Mapped Fields

6

Click on Map field

Click on Map field

7

Map required fields as usual.

Map required fields as usual.

8

Click on Add

Click on Add

9

Click on Save

Click on Save

Well done!

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