Vista Integration: Pull Income Vs. Cost

Taylor West

Created Apr 02, 2024

Vista Integration: Pull Income Vs. Cost

9
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FollowUpCRM

6 Steps
1

Click on dropdown trigger

Click on dropdown trigger
2

Click on Pull Income Cost Summary

Click on Pull Income Cost Summary
3

Untitled step

4

User will be notified that the update was successful

User will be notified that the update was successful
5

Alternatively, the user can click on the arrow in the Income vs Cost section for the same results.

Alternatively, the user can click on the arrow in the Income vs Cost section for the same results.
6

User will be notified that the update was successful

User will be notified that the update was successful
Well done!
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