Steps to Connect and Push Contacts to Sage 300 in FollowUpCRM

Taylor West

Created Apr 03, 2024

Steps to Connect and Push Contacts to Sage 300 in FollowUpCRM

5
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FollowUpCRM

4 Steps
1

Click on dropdown trigger

Click on dropdown trigger
2

Click on Connect/Push to Sage 300

Click on Connect/Push to Sage 300
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

Click on Push

Click on Push
Well done!
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