How to Update a Customer's Information on Vista using FollowUpCRM
Taylor West
Created Apr 02, 2024
How to Update a Customer's Information on Vista using FollowUpCRM
22
a
FollowUpCRM
5 Steps
1
On the Contact page, click on dropdown trigger
2
Click on Update Customer on Vista
3
User will receive the notifcatoin: WARNING! - This will over-write the info of an existing Vista Customer.…
4
Click on Confirm
5
User will receive a confirmation notificaiton.
Well done!
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