Using FollowUpCRM to Create Contacts in Sage 100

FollowUpCRM

  1. 1. Click on dropdown trigger

    Click on dropdown trigger
  2. 2. Click on Push Other Contacts

    Click on Push Other Contacts
  3. 3. Check commercial test

    Check commercial test
  4. 4. Click on Push

    Click on Push
  5. 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”