Using FollowUpCRM to Create Contacts in Sage 100

Taylor West

Created Apr 02, 2024

Using FollowUpCRM to Create Contacts in Sage 100

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FollowUpCRM

5 Steps
1

Click on dropdown trigger

Click on dropdown trigger
2

Click on Push Other Contacts

Click on Push Other Contacts
3

Check commercial test

Check  commercial test
4

Click on Push

Click on Push
5

Click on Success! New Contact created on Sage 100 with Contact # “3”

Click on Success! New Contact created on Sage 100 with Contact # “3”
Well done!
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