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

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FollowUpCRM

5 Steps
1

Click on dropdown trigger

Click on dropdown trigger
2

Click on Sync from Sage 100

Click on Sync from Sage 100
3

Find the project that you would like to pull

Find the project that you would like to pull
4

Click on Next

Click on Next
5

User will get a notificaiton saying that the sync was successful

User will get a notificaiton saying that the sync was successful
Well done!
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