Syncing Projects from Sage 100 to FollowUpCRM in 5 Steps
Taylor West
Created Apr 02, 2024
Syncing Projects from Sage 100 to FollowUpCRM in 5 Steps
8
a
FollowUpCRM
5 Steps
1
Click on dropdown trigger
2
Click on Sync from Sage 100
3
Find the project that you would like to pull
4
Click on Next
5
User will get a notificaiton saying that the sync was successful
Well done!
Create how-to guides like this in a snap. Get Tango now.
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key