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
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FollowUpCRM

5 Steps
1

On the Contact page, click on dropdown trigger

On the Contact page, click on dropdown trigger
2

Click on Update Customer on Vista

Click on Update Customer on Vista
3

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

User will receive the notifcatoin: WARNING! - This will over-write the info of an existing Vista Customer.…
4

Click on Confirm

Click on Confirm
5

User will receive a confirmation notificaiton.

User will receive a confirmation notificaiton.
Well done!
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