How to Update Customer Contact Information on Spectrum Using FollowUpCRM

Taylor West

Created Apr 04, 2024

How to Update Customer Contact Information on Spectrum Using FollowUpCRM

3
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FollowUpCRM

7 Steps
1

Click on dropdown trigger

Click on dropdown trigger
2

Click on Push another Contact

Click on Push another Contact
3

Click on Connect/Push…

Click on Connect/Push…
4

Choose who you would like to push.

Choose who you would like to push.
5

If the contact is going to replace another, the user will receive a warning notification. Select, "Push"

If the contact is going to replace another, the user will receive a warning notification. Select, "Push"
6

Click on Confirm

Click on Confirm
7

User will receive a confirmation notification if it was successful.

User will receive a confirmation notification if it was successful.
Well done!
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