Steps to Connect and Push Contacts to Sage 300 in FollowUpCRM

FollowUpCRM

  1. 1. Click on dropdown trigger

    Click on dropdown trigger

  2. 2. Click on Connect/Push to Sage 300

    Click on Connect/Push to Sage 300

  3. 3. Check the name of the contact you would like associated with the Company.

    Check the name of the contact you would like associated with the Company.

  4. 4. Click on Push

    Click on Push