Syncing Projects from Sage 100 to FollowUpCRM in 5 Steps

FollowUpCRM

  1. 1. Click on dropdown trigger

    Click on dropdown trigger

  2. 2. Click on Sync from Sage 100

    Click on Sync from Sage 100

  3. 3. Find the project that you would like to pull

    Find the project that you would like to pull

  4. 4. Click on Next

    Click on Next

  5. 5. User will get a notificaiton saying that the sync was successful

    User will get a notificaiton saying that the sync was successful