Simplifying Sage 300 Contact Connection with FollowUpCRM
Taylor West
Created Apr 03, 2024
Simplifying Sage 300 Contact Connection with FollowUpCRM
13
a
FollowUpCRM
5 Steps
1
Click on dropdown trigger
2
Click on Connect/Push to Sage 300
3
Click on Select Contact…
4
Type Search and Select...
5
Click on Select Contact…
Well done!
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