Updating Sage 100 Contacts with FollowUpCRM

Taylor West

Created Apr 02, 2024

Updating Sage 100 Contacts with FollowUpCRM

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FollowUpCRM

6 Steps
1

Click on dropdown trigger

Click on dropdown trigger
2

Click on Sync from Sage 100

Click on Sync from Sage 100
3

Check commercial test

Check  commercial test
4

Click on Sync Now

Click on Sync Now
5

Click on Confirm

Click on Confirm
6

Click on Success! The contact commercial test with contact number 3 has been updated on Sage 100

Click on Success! The contact commercial test with contact number 3 has been updated on Sage 100
Well done!
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