Using FollowUpCRM to Sync Contacts with Sage 300

FollowUpCRM

1. 1. Go to the Company Information section on the project page and search for the project in Sage.

   

2. 2. Check the project in Sage that you would like to sync with.

   

3. 3. Click on Add Now

   

4. 4. Click on dropdown trigger

   

5. 5. Click on Connect/Push to Sage 300

   

6. 6. Click on Select Contact…

   

7. 7. Click on the sage project name.

   

8. 8. Click on Select