How to Update a Customer's Information on Vista using FollowUpCRM

FollowUpCRM

1. 1. On the Contact page, click on dropdown trigger

   

2. 2. Click on Update Customer on Vista

   

3. 3. User will receive the notifcatoin: WARNING! - This will over-write the info of an existing Vista Customer.…

   

4. 4. Click on Confirm

   

5. 5. User will receive a confirmation notificaiton.