Updating Customer Information on Sage 300 using FollowUpCRM
Taylor West
Created Apr 03, 2024
Updating Customer Information on Sage 300 using FollowUpCRM
3
a
FollowUpCRM
5 Steps
1
Click on dropdown trigger
2
Click on Update Customer on Sage 300
3
Check Company Info
4
Click on Update
5
Click on Confirm
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
