Syncing Projects from Sage 100 Job with FollowUpCRM
Taylor West
Created Apr 02, 2024
Syncing Projects from Sage 100 Job with FollowUpCRM
3
a
FollowUpCRM
4 Steps
1
Click on dropdown trigger
2
Click on Sync from Sage 100
3
Click on Confirm
4
Click on Success! Synced project from Sage 100 Job with job # “90”
Well done!
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